Side-by-side comparison of AI visibility scores, market position, and capabilities
SF CNAPP with runtime intelligence for 90% false positive reduction; $180M total ($100M Craft Ventures/TCV Series A Dec 2024 at $900M valuation) serving 200+ enterprises including Peloton and Bill competing with Wiz for cloud security.
Upwind is a San Francisco-based cloud-native application protection platform (CNAPP) — backed with $180 million in total funding including a $100 million Series A extension in December 2024 led by Craft Ventures with TCV and Alta Park Capital at a $900 million valuation, following an $80 million seed round — providing enterprise security teams with runtime-powered cloud security that combines cloud security posture management (CSPM), workload protection, vulnerability management, identity security, and container security by correlating live workload runtime activity with configuration and vulnerability context to eliminate the false positive noise that plagues legacy cloud security tools. Serving 200+ enterprise customers including Peloton, Bill, Fiverr, and Agoda with 4,000% year-over-year revenue growth, Upwind claims 90% false positive reduction versus traditional CNAPP tools. Founded in 2022 by Amiram Shachar and team from Spot.io (acquired by NetApp for $450 million).
YC S23 AI-first ERP replacing NetSuite for scaling tech companies with 100+ clients in 9 months; $38.5M Accel Series A Jun 2025 competing with NetSuite and Sage Intacct for AI-native mid-market ERP and SaaS financial management.
Campfire is a United States-based AI-native enterprise resource planning (ERP) company — backed by Y Combinator (S23) with $38.5 million raised including a $35 million Series A led by Accel in June 2025 and a $3.5 million seed in May 2024 from Foundation Capital and Y Combinator — providing scaling startups and mid-size technology companies with a modern AI-first ERP platform that replaces NetSuite, SAP Business One, and Sage Intacct for companies outgrowing QuickBooks and Xero, delivering accounting, revenue management, and financial automation through an AI-powered system that integrates financial workflows without the implementation complexity and total cost of ownership associated with legacy ERP vendors. Founded by John Glasgow and participating in the YC S23 batch, Campfire achieved approximately 100 clients within 9 months of founding, including Advisor360, Rhumbix, and Fooji.
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