Tracxn Research — Docker Ecosystem Startup Landscape, September 2016

Docker Ecosystem Report, September 2016

TracxnWorld’s Largest Startup Research Platform

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Contents

Topic Page No.

Scope of Report 05

Entrepreneur Activity 07

Investment Trend 11

Who is Investing 19

Exit Outlook - IPO, Acquisitions 23

Sub Sector Analysis 25

Useful Links 40

Company List 42

Team 76


Illustrative Sectors We Track

FINTECH

ENTERPRISEINFRASTRUCTURE

SECURITY

STORAGE

NETWORKING

MOBILITY

IT OPS

CLOUD INFRASTRUCTURE

DOCKER ECOSYSTEM

BIGDATA INFRASTRUCTURE

BITCOIN

PAYMENTS

MOBILE

EDUCATION

MOBILE COMMERCE

MOBILE PAYMENTS

MOBILE MARKETING

MOBILE DEV TOOLS

MOBILE HEALTH

MOBILE GAMING

MOBILE LEARNING

MOBILE COMMUNICATION

EDUCATION IT

SELF LEARNING

ENTERPRISEAPPLICATIONS

HEALTHCARE

SAAS

MOBILE-FIRST ENT. APPS

INTELLIGENT ENT. APPS

OPEN SOURCE

RETAIL TECH

MARKETING TECH

STEALTH MODE

VERTICAL SAAS

LIFE SCIENCES

DIGITAL HEALTH

TECH

INTERNET OF THINGS

3D PRINTING

CONSUMER

MARKETPLACES

SUBSCRIPTION COMM.

FOOD TECH

INTERNET FIRST BRANDS

UBER FOR X

SECOND HAND GOODS

TRAVEL

GAMING


Sector Overview

Scope of report

This report covers companies that directly provide products or services related to containers, micro-services or Docker.Companies that use Docker to build other products/services are excluded.

• 42 companies got investment in the sector from total 130 companies

• 18 companies got investments in between Aug 2015 - Aug 2016

Most active funds

• Accel Partners (ClusterHQ, Weave Works, Core Os, Sysdig)

• Benchmark (Docker, dotCloud, Cloud passage)

• Trinity Ventures (Docker, dotCloud)

• SV Angel (Docker, dotCloud, Circle CI)

• Sequoia Capital (Docker, Calm.io, Core Os)

Notable investments and news in last two months

• TwistLock, a container security company, raises $10M Series A from 1011VC, Rally, YL ventures (Geek Time , Jul 2016)

• Codeship raises $7M Series A funding, led by Ascent Venture Partners (Business Wire , Jul 2016)

• Abiquo, a container management platform raises $250K Series B (Sec Form, Jun 2016)

• Docker 1.12 debuts, bringing Windows, Mac desktop editions (Info World, Jul 2016)

http://www.geektime.com/2016/07/06/israeli-devops-security-twistlock-locks-down-10-million-in-series-a/

http://www.businesswire.com/news/home/20160726005221/en/Codeship-Secures-7-Million-Series-Funding

https://www.sec.gov/Archives/edgar/data/1507278/000150727816000002/xslFormDX01/primary_doc.xml

http://www.infoworld.com/article/3101753/open-source-tools/docker-112-debuts-bringing-windows-mac-desktop-editions.html


Scope of Report

Entrepreneur Activity

Investment Trend

Who is Investing

Exit Outlook - IPO, Acquisitions

Sub Sector Analysis

Useful Links

Company List

Team

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2

6

11

20

47

30

0

10

20

30

40

50

2010 2011 2012 2013 2014 2015

Nu

mb

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f C

om

pan

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7

YoY – Number of companies founded

CloudBees CircleCI Hedvig CoreOS Rancher Labs Twistlock

Navops Iron.io Apcera Sysdig Weave Works Aqua Security


Large Upcoming Sectors


Niche Upcoming Sectors


Scope of Report


Investment Trend

Who is Investing


Sub Sector Analysis

Useful Links

Company List

Team

10

10


YoY – Number of Rounds and Total Funding

Note: The funding includes debt rounds also.

$20M

$36M

$7M

$21M

$105M

$259M

$135M

6 6

4

19

22

29

14

0

7

14

21

28

35

0

60

120

180

240

300

2010 2011 2012 2013 2014 2015 2016

Nu

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(in

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Funding Amount Number of Rounds


YoY – Number of Rounds by Stage


YoY – Funding by Stage


Average Ticket Size – Early Stage


Top investments in last one year


Top investments in last one year


Funnel view of Sector


Scope of Report


Investment Trend

Who is Investing


Sub Sector Analysis

Useful Links

Company List

Team

18

18


Most Active Investors in Sector

8

7

5 5 5 5

4 4 4 4

0

1

2

3

4

5

6

7

8

9

Accel Partners Bain CapitalVentures

BaselineVentures

BenchmarkCapital

KPCB Trinity Ventures GreylockPartners

Matrix Partners Sequoia Capital True Ventures

Tota

l Nu

mb

er o

f C

om

pan

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CoreOS Sysdig Iron.io Docker CoreOS Docker Docker CloudBees Docker Hedvig

Weave Works Iron.io CircleCI dotCloud Apcera dotCloud wercker CoreOS Apcera


Where are Top Investors investing


Top Investor by Stage of Entry


Scope of Report


Investment Trend

Who is Investing


Sub Sector Analysis

Useful Links

Company List

Team

22

22


Date Company Acquirer Deal Size OverviewTotal

Funding

Jul-2014 fig.shFig.sh

(London, 2013)docker.com Undisclosed

Docker container management

Aug-2014 dotcloud.comdotCloud

(San Francisco, 2008)cloudcontrol.com Undisclosed

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

$10.8M

Jul-2016 dchq.coDCHQ.io

(San Francisco, 2014)gridstore.com Undisclosed

Collaborative Development Platform. Stealth Mode.500 Startups

Jul-2014 orchardup.comOrchardUp

(London, 2013)docker.com Undisclosed

Docker host in the cloud

Oct-2015 tutum.coTutum

(New York City, 2013)docker.com Undisclosed

Build, Deploy and Manage Docker containers in cloudStart-Up Chile, RTP Ventures, Azure Capital Partners, NXTP Labs, techstars

$2.72M

Jan-2016 unikernel.orgUnikernel Systems(Cambridge, 2014)

Docker UndisclosedUnikernels as Containers - New way of using Docker

May-2016 kismatic.comKismatic, Inc.

(San Francisco, 2014)apprenda.com Undisclosed

Container Cluster Management - to bring Docker and Kubernetes to the the enterprise

23

Major Acquisitions in Last Two Years


Scope of Report


Investment Trend

Who is Investing


Sub Sector Analysis

Useful Links

Company List

Team

24

24


September 2016Tracxn BlueBox : Docker Ecosystem

130 companies in the sector, 14 funded in 2016, 31 Companies funded from 2015.


Top Business Models by Funding

$189M$181M

$130M

$33M$21M $17M

$3M $2M0

40

80

120

160

200

ContainerManagement

ContainerTechnology

DevOps PaaS Networking Container Security Platform Big Data Repository

Tota

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Am

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(in

Mill

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s)

# Cos. 63 3 23 21 4 6 5 1 4

Avg. Age 2012.16 2012.33 2013.39 2013.24 2013.25 2013.50 2014.20 2015.00 2013.25

Hedvig Docker CloudBees Iron.io Weave Works Twistlock Tutum

Pachyderm

flockport

Rancher Labs Unikernel Systems CoreOS dotCloud DaoliCloud Aqua Security Loodse.com Quay.io


Container Management – Business Model Description


Container Management – Entrepreneur Activity and Investment Trend


Container Management – Most Funded Companies


Container Technology – Entrepreneur Activity and Investment Trend


Container Technology – Most Funded Companies


DevOps – Business Model Description


DevOps – Entrepreneur Activity and Investment Trend


DevOps – Most Funded Companies


PaaS – Business Model Description


PaaS – Entrepreneur Activity and Investment Trend


PaaS – Most Funded Companies


Networking – Most Funded Companies


Scope of Report


Investment Trend

Who is Investing


Sub Sector Analysis

Useful Links

Company List

Team

39

39


Useful Links

Slide Title Content Platform Link

List of All Companies in readable format Companies Link

Large 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 Technology – Funded Companies Sub Sector Understand Link

Container Management – Funded companies Sub Sector Understand Link

Container Security – Funded Companies Sub Sector Understand Link

PaaS – Funded Companies Sub Sector Understand Link

Devops – Funded companies Sub Sector Understand Link

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Scope of Report


Investment Trend

Who is Investing


Sub Sector Analysis

Useful Links

Company List

Team

41

41


Docker Ecosystem – Company List

DETAILS CLOSE TO 130 COMPANIES

COVERS THE FOLLOWING SECTORS

Container Technology

Container Management

Container Security

DevOps Networking PaaS Platform Big Data Repository

42


Container Technology

Container Technology Container Management Container Security DevOps Networking PaaS Platform Big Data Repository

Company Details Funding Investors

Docker [San Francisco, 2008]: Docker is an open-source tool that packages an application and its dependenciesin a virtual container that can run on any Linux server. Docker Hub is a cloud service for sharing applications andautomating workflows. Provides PaaS and professional support under the dotCloud brand. Acquired Duostack, aPaaS for Node and Ruby applications, in May 2011 and introduced support for MongoDB. Docker’s GitHubProfile – 12,178 stars, 2,050 forks. Has 455 contributors. Since their launch, they have achieved total downloadsof 2.75 million Docker Engine. Users include companies like eBay, Cloudflare, Rackspace, Yandex and Spotify. InOct 2014 it acquired Koality Softwares, a software testing company.

$180.88M

Y Combinator, Greylock Partners, Insight Venture Partners, Lightspeed Venture Partners, Sequoia Capital,

Benchmark Capital, Goldman Sachs, AME Cloud Ventures, Trinity Ventures, Lowercase Capital, Ignition Partners,

Coatue, Azure Capital Partners, Northern Trust

Unikernel Systems [Cambridge, 2014]: Unikernel.org is part of unikernel systems that provides a platform tobuild, deploy and manage cloud services. In the DockerCon EU, on 17th Nov 2015, they announced theintegration of unikernels with existing container infrastructure. Unikernels provide many benefits compared to atraditional OS, including : Improved security properties, Smaller footprints, Fine grained optimization and fastboot times. Containers and unikernels sit on a continuum. On the one hand, we have the traditional method ofplacing a full OS stack in a VM with a single application on top. A natural next step is to use containers which runon top of a single OS, giving better resource usage and allowing each application to be more self-contained.Unikernels are just another step on this path and can be thought of as extreme, self-containedapplications.

Turbo [Seattle, 2015]: Turbo is a developer of software virtualization and container technology. Available asboth a web-based service and on-site server, Turbo.net allows software publishers, enterprises, and schools tobuild, test, deploy, and manage desktop application containers instantly to any user with an Internetconnection. Their prodcut TurboStuido is used to convert new and existing applications to virtual applications. Italso has a GUI for packaging application containers.Turbo was designed for the Windows platform and itscontainerization system is built on top of the Turbo application virtualization engine.Its Spoon VM plays thesame role for Turbo containers as LXC does for Docker.Turbo, like Docker, supports the use of local containersand the ability to push and pull containers from a central repository. It is currently registered under Spoon.net -a virtualization technology platform founded by Kenji. Number of employees is taken from spoon.net as of Nov2015.

http://www.docker.com/

http://www.unikernel.org/

http://www.turbo.net/


Container Management (1/14)



Abiquo [Bracknell, 2006]: Cloud management platform to create, manage and govern public, private and hybridcloud. Embraces an open-source model where both community users and commercial organizations benefits.Cloud Partners- Amazon AWS, ElasticHosts, DigitalOcean, Google Compute Engine, HP Public Cloud, RackspaceUS, VMware ESX, Hyper-V, KVM, Oracle VM, Citrix Xen Server. Over 3000 customers, industry alliances andopen source partners including Apache jclouds, LibCloud, Cloud Industry Forum, Open data center alliance.Abiquo’s hybrid cloud management software enables both service providers and enterprise organisations toeasily manage hybrid public and private cloud environments and Docker hosts and containers from one centralplatform.

$23.5MBalderton Capital, Kreos Capital,

Nauta Capital, Oxford Capital, Caja Navarra

StackEngine [Austin, 2014]: Stackengine provides Docker image & container manager for IT Operations from adashboard. Helps pull docker image from public or private repository and launch it on multiple hosts andconfigure the memory requirement for each container. Can also set up a management mesh for controlling thecontainer on multiple hosts with updated information on number of hosts, images and containers status.Features troubleshooting the container memory or configuration issues along with complete control to runimages, remove or stop a container, also provides individual container configuration and search among themesh.

$4.5MSilverton Partners, LiveOak Venture

Partners

Containership.io [San Francisco, 2014]: Containership.io is used to build, deploy, and manage applications usingDocker containers. Helps build a new Docker image from a git push, and automatically deploys to one or moreservers.

$2.4MInnovation Works, Birchmere

Ventures, Draper Triangle, Draper Triangle

TenXCloud [Beijing, 2014]: TenXCloud is a docker management platform which is a lightweight container-basedcloud platform that provides developers and enterprises to quickly compile, integrate, deploy, run the containerapplication's cloud computing platform. Its services include container service, host cluster management andmirroring service.

$1.7MUnity Ventures, Lang Ma Feng the VC,

Z and H Investment

http://www.abiquo.com/

http://www.stackengine.com/

http://www.containership.io/

http://www.tenxcloud.com/





Stratus5 [Lucerne Valley, 2007]: Stratus5 Cloudware Container Platform makes App look, act, and operate as anenterprise-class SaaS App in the cloud.It offers a full service solution to launch and operate SaaS business in thecloud.They offer platform, hosting, credit card processing, monitoring,backups and support for theapplications/containers to run on their cloudware. Revenue model is a commission based model ranging from25% to 35% (depending on the resources required) of revenues generated by client.

$500k

mist.io [San Francisco, 2012]: Mist.io is a mobile friendly web app that helps you manage and monitor yourvirtual machines across multiple clouds. Provides actionable intelligence to address common issues fromanywhere, using any web device. It is a freemium service with an open source component that offers a unifiedinterface supporting the most popular public and private clouds. Collects usage statistics as well as custommetrics from connected servers. Custom events can be configured that trigger alerts or automated actions.

$300kPJ tech catalyst, Monthly Ventures,

Iqbility, Startup Monthly, Thanos Triant, Panos Kougiouris

DaoCloud [Shanghai, 2014]: DaoCloud is a enterprise-class cloud container platforms and solutions provider. Itis a container management Saas Platform and is classified under hybrid cloud model. It is working with docker tohost all resources and provide application standardization, continuous integration, release management andmaintenance services.

Lightspeed China Partners

Decking [Leeds, 2014]: Decking aims to simplify the creation, organization and running of clusters of Dockercontainers by reading information from a decking.json package file on a project by project basis. Deckingsimplifies the building of images based on local Dockerfiles and helps developers create and orchestratecontainers. Decking is currently free to use and available on github.

Dray [London, 2015]: Dray is an open source workflow manager for Docker, similar to UNIX pipes, and is craftedby CenturyLink Labs. It allows users to separate a workflow into discrete steps each to be handled by a singlecontainer. This isolation makes efficient use of compute resources and also allows workflows to be easilychanged, extended or re-composed via this loosely coupled architecture.To facilitate the creation of smallDocker image, Dray is compiled into a statically linked binary that can be run with no external dependencies.

http://www.stratus5.com/

http://www.mist.io/

http://www.daocloud.io/

http://www.decking.io/

http://www.dray.it/






































Container Security (1/2)



Container Security (2/2)



DevOps (1/6)



DevOps (2/6)



DevOps (3/6)



DevOps (4/6)



DevOps (5/6)



DevOps (6/6)



Networking



PaaS (1/5)



PaaS (2/5)



PaaS (3/5)



PaaS (4/5)



PaaS (5/5)



Platform



Big Data



Repository



Scope of Report


Investment Trend

Who is Investing


Sub Sector Analysis

Useful Links

Company List

Team

75

75


Team

76

Chaitanya Karthik V

Lead Analyst, Enterprise DevTools

Dheeraj Motoori

Lead Analyst, Enterprise DevTools

Arjav Harjai

Senior Analyst, Enterprise DevTools

https://in.linkedin.com/in/chaitanyakv

https://in.linkedin.com/in/chaitanyakv

https://twitter.com/vellankikarthik

https://twitter.com/vellankikarthik

https://in.linkedin.com/in/dheeraj-motoori-2b156823

https://in.linkedin.com/in/dheeraj-motoori-2b156823

https://twitter.com/dheeraj9823

https://twitter.com/dheeraj9823

https://in.linkedin.com/in/arjav-harjai-9a143235

https://in.linkedin.com/in/arjav-harjai-9a143235

https://twitter.com/arjav_harjai

https://twitter.com/arjav_harjai

Data & Analytics

Tracxn Research — Docker Ecosystem Startup Landscape, September 2016