WillItSurvive

Soda Data

Open-source data quality monitoring platform for enterprise data pipelines.

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 H2 2026 · Every call on the record Checkpoint: Databricks and Snowflake summits could show deeper native data-quality features, or Soda could announce a new funding round
The call

Soda keeps real enterprise customers and open-source roots, but Monte Carlo outspends it and Databricks and Snowflake build competing checks right into the warehouse.

Soda Data sells software that checks whether company data is clean and trustworthy. The problem: Databricks and Snowflake, which are much larger warehouse companies, are adding these checking features directly into their own products, making Soda potentially unnecessary. Monte Carlo, a richer competitor with ten times more funding, is also winning customers with AI-powered detection that requires less manual setup. The one thing that could save Soda is if Databricks and Snowflake's built-in quality tools stay slow or clunky while Soda stays fast and easy to use, but that is a thin margin.

Why
01
AI pressure: Monte Carlo (ML-native anomaly detection, no manual rules). Monte Carlo's ML-native anomaly detection makes Soda's hand-written YAML checks look manual and dated. Could AI do the core job? Yes, likely.
02
Bigger players: Databricks and Snowflake (native Unity Catalog data quality features). Databricks and Snowflake now bundle basic data quality checks into the warehouse itself, squeezing Soda's core wedge. Could a giant copy it? Yes, easily.
03
What protects it. Open-source SodaCL community and enterprise logos like Disney, Bloomberg, and HelloFresh create some switching friction.
What would change this call
Databricks or Snowflake announce bundled native data-quality checks at a 2026-2027 summit. Would show the warehouse platforms are absorbing Soda's core use case directly.
Soda announces a new priced funding round within 6-12 months. Would show investors still back Soda against better-funded rivals like Monte Carlo.
Soda discloses enterprise logo churn or retention numbers after its 4.0/AI rebrand. Would show whether the AI-first pivot is holding existing customers.
Key numbers
  • Total raised: $25-27M across seed, Series A, extension (2024-07-11)
  • Monte Carlo has raised $340M+, over 10x Soda's total (2024-07-11)
  • No new priced funding round disclosed in ~2 years (2026-07-06)
Named risks
  • Generative AI and ML-native rivals automate Soda's founding rules-based checks wedge. Severity: high
  • Databricks or Snowflake ship good-enough native data-quality features, collapsing partner-to-redundancy positioning. Severity: high
  • No new priced funding round disclosed since July 2024 despite far better-funded rivals raising large rounds. Severity: medium
  • Headcount and revenue figures conflict wildly across trackers (24-126 employees, $1.3M-$5M revenue), signaling uncertain scale. Severity: low
Rivals, as read in July 2026
RivalDirectionEvidence
Monte Carlolosing toCategory leader with $340M+ raised vs Soda's ~$25-27M as of 2026-04-30
DatabrickscontestingBundling native data-quality/Unity Catalog features, pressuring Soda's positioning as of 2026-06-24
SnowflakecontestingAdding native observability into warehouse layer, per 2026-06-24 buyer's guide
AnomalocontestingML-native rule-free anomaly detection cited as direct alternative, 2026-06-12
Questions people ask
Is Soda Data profitable?
Soda Data stated it reached financial self-sustainability in the 12 months before its July 2024 funding round, per the company's own comments to TechFundingNews (2024-07-11). No later profitability disclosure has been reported as of mid-2026, and revenue estimates from third parties range from $1.3M to under $5M.
Who owns Soda Data?
Soda Data is privately held and VC-backed with no parent company. Investors include Point Nine Capital, Singular Ventures, Hummingbird Ventures, and Data Community Fund, following a €11.5M Series A (2024-03-24) and a $14M extension round (2024-07-11).
Could AI replace Soda Data's product?
Soda's original wedge, hand-written rules-based data checks via SodaCL, is directly automatable by generative AI and ML-native anomaly detection. Rivals like Monte Carlo and Anomalo already ship rule-free detection, and Soda itself launched Soda 4.0, a 'self-driving' AI platform, on 2026-06-22 to respond.
Who is Soda Data's biggest competitor?
Monte Carlo is Soda's biggest named competitor, described as category leader with over $340M raised versus Soda's roughly $25-27M, per an industry comparison dated 2026-04-30. Databricks and Snowflake also compete by bundling data-quality checks natively into their warehouses.
How much funding has Soda Data raised?
Soda Data has raised roughly $25-27.5M cumulatively, including a €2.6M seed, a €11.5M Series A led by Singular Ventures (2024-03-24), and a $14M strategic extension round (2024-07-11). No new priced round has been publicly reported since July 2024.
Did Soda Data acquire another company recently?
Yes, Soda Data acquired NannyML, a Leuven-based AI/ML model monitoring startup with roughly 32-34 employees, in June 2025 (announced 2025-06-09). Terms were undisclosed; the deal added drift-detection and model-monitoring IP to Soda's platform.
Timeline
  • 2026-06-22Launched Soda 4.0, self-driving data quality platform with Soda AI and Soda MCP
  • 2026-03-01Published Databricks Unity Catalog guidance featuring Contract Copilot conversational feature
  • 2025-06-15Launched Collaborative Data Contracts and free tier at Databricks Data+AI Summit
  • 2025-06-09Acquired NannyML, Leuven AI/ML monitoring startup, terms undisclosed
  • 2024-07-11Raised $14M strategic extension round, cumulative funding to ~$25-27.5M
  • 2024-03-24Closed €11.5M Series A led by Singular Ventures
  • 2021-02-02Press coverage references 2018 €500K Innoviris Innovative Starters Award
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