WillItSurvive
Cybersecurity companies · United States

Oligo Security

Runtime application security startup using eBPF to catch threats inside live production code.

Losing its protection
Assessed 21 July 2026 · Evidence as of 21 July 2026
The structural protection is eroding.
On the recordSince 21 July 2026 · Checkable from Q1 2027 · Every call on the record Checkpoint: FedRAMP High / DoD IL5 authorization decision via Palantir FedStart
The call

Oligo has real Fortune 500 traction and a distinct eBPF approach, but sits in a room where much larger security platforms are building toward the same runtime capability.

Oligo Security built software that watches what applications actually do while they run, using a Linux technology called eBPF to catch attacks in real time. They have real Fortune 500 customers and raised $80 million, but the core technology is not hard for giant competitors like CrowdStrike, Google Cloud, Palo Alto Networks, and Datadog to copy, and several smaller rivals are already trying. The company's best shot at lasting independence is winning government security approvals (FedRAMP and DoD certifications) that take months to earn and that big platforms struggle to maintain, but if those giants ship equally good runtime security into their existing products before Oligo raises more money, the company becomes acquisition bait rather than a long-term independent player.

Why
01
AI pressure: None apparent. AI-generated code is expanding vulnerable attack surface, which pushes more demand toward Oligo's runtime detection rather than replacing it. Could AI do the core job? Unlikely.
02
Bigger players: CrowdStrike Falcon Cloud Security, Wiz (Google Cloud), Palo Alto Networks Prisma CNAPP, Datadog, Sysdig. These platforms already sell adjacent runtime and CNAPP features and could bundle eBPF-based inspection into existing suites at no extra cost. Could a giant copy it? Yes, easily.
03
What protects it. Deep eBPF telemetry wired into Fortune 500 production stacks plus a pending FedRAMP High and DoD IL5 authorization that could lock in federal buyers.
What would change this call
CrowdStrike, Wiz, or Datadog announces bundled AI-runtime security inside existing platform pricing. Shows incumbents neutralizing Oligo's differentiation without extra customer cost.
Oligo announces Series C funding within 18-24 months of its Jan 2025 Series B. Would indicate continued investor confidence and market traction.
Oligo's FedRAMP High or DoD IL5 authorization is confirmed as fully granted, not just pending. Would show a federal-trust moat materializing rather than stalling.
Key numbers
  • $50M Series B raised, $80M total funding (2025-01-29)
  • About 120 employees (2026-06-20)
  • Estimated ARR $14.3M to $19.6M (third-party) (2026-06-20)
Named risks
  • CrowdStrike, Wiz/Google Cloud, or Datadog bundle AI-runtime security into existing platforms at no extra cost. Severity: high
  • No Series C or new funding round announced 18+ months after January 2025 Series B. Severity: medium
  • FedRAMP High and DoD IL5 authorization via Palantir FedStart still pending, not yet shipped as of June 2026. Severity: medium
  • No audited revenue disclosed; company relies on third-party estimates for market credibility. Severity: low
Rivals, as read in July 2026
RivalDirectionEvidence
Wiz (now part of Google Cloud)gaining onWiz became part of Google Cloud after a 2025 acquisition, consolidating CNAPP market share
CrowdStrike (Falcon Cloud Security)contestingShips overlapping eBPF/runtime CADR features as of 2026, no channel barrier to entry
SysdigcontestingFalco-based runtime detection directly overlaps with Oligo's Deep Application Inspection approach
DatadogcontestingExpanding observability platform into security features that overlap with Oligo's runtime scope
Questions people ask
Is Oligo Security profitable?
No audited revenue figures are public. Oligo last raised a $50M Series B on January 29, 2025 (Greenfield Partners lead), bringing total funding to $80M per the company's own announcement. No profitability claims have been made publicly as of mid 2026.
Who founded Oligo Security and when?
Oligo Security was founded in 2022 by CEO Nadav Czerninski, CTO Gal Elbaz, and CPO Avshalom Hilu. The company came out of stealth on February 15, 2023, announcing seed and Series A funding totaling $28M.
Who is Oligo Security's biggest competitor?
Oligo competes with CrowdStrike's Falcon Cloud Security, Palo Alto Networks/Wiz (now part of Google Cloud since a 2025 acquisition), Sysdig, Datadog, and smaller runtime peers like Orca Security and Upwind. These incumbents already ship overlapping eBPF/runtime detection features as of 2026.
Could AI replace Oligo Security's product?
Unlikely directly. Oligo's moat is a proprietary eBPF sensor delivering live production runtime telemetry, claimed under 0.5% CPU overhead as of May 28, 2026, a form of operational data a general AI model cannot replicate without deep customer infrastructure integration.
Has Oligo Security been acquired?
No. As of mid 2026, Oligo Security remains an independent, privately held, VC-backed company at Series B stage with no announced acquisition or Series C round since its January 29, 2025 raise.
What does Oligo Security actually do?
Oligo builds an eBPF-based runtime security platform called Deep Application Inspection, covering application security (runtime SCA/CVE noise reduction), Cloud Application Detection and Response, and Runtime AI Security for LLMs and agents, sold partly through AWS Marketplace as of June 16, 2026.
Timeline
  • 2026-06-18Joined Palantir's FedStart program to pursue FedRAMP High and DoD IL5 authorization
  • 2026-05-12Launched Runtime Exploit Blocking; named to Notable Capital's Rising in Cyber 2026 list
  • 2026-03-24Named to Fast Company's Most Innovative Companies 2026; integrated with AWS Security Hub Extended
  • 2025-11-17Disclosed ShadowRay 2.0 global campaign hijacking Ray AI infrastructure
  • 2025-10-30Named to Fortune Cyber 60 for a second consecutive year
  • 2025-04-29Disclosed AirBorne, 23 vulnerabilities in Apple's AirPlay protocol, coordinated with Apple
  • 2025-01-29Raised $50M Series B led by Greenfield Partners, total funding reaches $80M
  • 2023-02-15Came out of stealth, announcing $28M in combined seed and Series A funding
  • 2022-06Raised $8M Seed round led by TLV Partners
Revision history
21 July 2026
First assessed. Losing its protection. The text above is fixed as of this date and is not edited afterwards.
In the same band
Sources