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Edge platforms, runtimes, networking, observability primitives, and the platform-as-a-service layer. A single page mapping who builds, who funds, and who leads in cloud infrastructure.
This hub aggregates the cloud infrastructure surface VC Deal Flow Signal tracks: 16 curated companies with public GitHub orgs, 20 venture funds whose published thesis covers cloud infrastructure, and notable engineering leaders whose work shapes the category. Cloud infrastructure is the longest-cycle engineering investment in software — companies here ship sustained commit velocity for years before fundraise events. The signal that matters is repo creation pulse paired with new-language adoption (Rust appearances are particularly load-bearing). Corp Dev tracks this for platform-tier acquisitions. Use it as a starting point for sourcing, diligence, or competitive scans.
73
Tracked companies
20
Active funds
6
Engineering leaders
In cloud infrastructure we track four engineering-acceleration primitives across every monitored org: commit velocity (rolling 14-day vs trailing 12-week median), contributor influx (new committers in the trailing 4 weeks), repo creation pulse (new public repos shipped in the trailing 8 weeks), and language-bias drift (when a new primary language appears in production code). The six-signal panel published at /methodology is empirically tied to imminent fundraise probability — see SSRN paper 6606558.
Cloud infrastructure is the longest-cycle engineering investment in software — companies here ship sustained commit velocity for years before fundraise events. The signal that matters is repo creation pulse paired with new-language adoption (Rust appearances are particularly load-bearing). Corp Dev tracks this for platform-tier acquisitions.
later · github.com/vercel
series c · github.com/supabase
series c · github.com/neondatabase
series b · github.com/modal-labs
series b · github.com/replicate
series b · github.com/mistralai
later · github.com/huggingface
public · github.com/cloudflare
public · github.com/hashicorp
later · github.com/grafana
series b · github.com/clerk
series a · github.com/triggerdotdev
series a · github.com/inngest
series a · github.com/browserbase
seed · github.com/e2b-dev
series b · github.com/superfly
series a · github.com/railwayapp
series a · github.com/upstash
series a · github.com/tursodatabase
series c · github.com/planetscale
series b · github.com/stytchauth
series b · github.com/workos
series a · github.com/fermyon
series b · github.com/fw-ai
series b · github.com/togethercomputer
series c · github.com/groq
public · github.com/mongodb
public · github.com/DataDog
public · github.com/elastic
series c · github.com/ClickHouse
series c · github.com/temporalio
series c · github.com/pulumi
later · github.com/netlify
later · github.com/honeycombio
later · github.com/redis
public · github.com/MariaDB
public · github.com/couchbase
series b · github.com/oven-sh
series b · github.com/denoland
later · github.com/cockroachdb
later · github.com/influxdata
seed · github.com/tauri-apps
series a · github.com/ory
later · github.com/Kong
later · github.com/backstage
later · github.com/monzo
later · github.com/anyscale
later · github.com/lambdalabs
series a · github.com/runpod
public · github.com/coreweave-org
public · github.com/digitalocean
later · github.com/scaleway
series b · github.com/renderinc
series b · github.com/traefik
series a · github.com/linkerd
public · github.com/rancher
series a · github.com/portainer
series a · github.com/koyeb
series a · github.com/SigNoz
public · github.com/gitlabhq
later · github.com/CircleCI-Public
series b · github.com/buildkite
public · github.com/coinbase
later · github.com/alchemyplatform
public · github.com/newrelic
public · github.com/Dynatrace
public · github.com/splunk
later · github.com/SumoLogic
seed · github.com/heroiclabs
seed · github.com/hathora
series a · github.com/edgegap
series a · github.com/beamable
series b · github.com/pragmaplatform
Menlo Park · seed through growth, AI and enterprise software-heavy
Menlo Park · seed through growth across multiple verticals
San Francisco · seed through growth, contrarian-thesis
Menlo Park · seed through Series B in enterprise and AI
Palo Alto · seed through Series B across multiple geographies
Menlo Park · seed through growth, vertical-software-heavy
San Francisco · growth-stage enterprise software primarily
New York · growth through public
Mountain View · seed through Series C across life sciences and tech
Palo Alto · pre-seed and seed
New York · growth through pre-IPO
New York · series A through growth
Boston · seed through growth
Menlo Park · seed through growth
Menlo Park · growth through pre-IPO
Seattle · series A through growth
Santa Clara · seed through growth
Denver · pre-seed through Series A, gaming and interactive entertainment
Denver · seed through Series B, gaming and synthetic reality
San Francisco · pre-seed through Series A, interactive entertainment
Founder & CEO · Vercel
VP of Product · Vercel
Founder & CEO of Ghostty Inc., co-founder of HashiCorp · Ghostty (current), HashiCorp (former)
Co-founder, Heroic Labs · Heroic Labs (Nakama open-source game server)
Co-founder, Heroic Labs · Heroic Labs (Nakama open-source game server)
Co-founder, Heroic Labs · Heroic Labs (Nakama open-source game server)
We currently track 16 curated cloud infrastructure companies whose GitHub orgs are self-published on their homepage, devrel blog, or hiring page. The full list with per-company signal pages is at /signal — filter by sector. We do not track private orgs, leaked employee data, or LinkedIn-inferred profiles.
20 funds in our /fund/ corpus publish cloud infrastructure as part of their stated thesis. Each /fund/[slug] page is an independent summary of the fund's public thesis mapped against our engineering-acceleration signal panel. The corpus is not exhaustive — it is the seed set we built around Marcus 100 (Corp Dev, PE operating partners, non-engineer tech VPs).
Two workflows. (1) Source: weekly digest of cloud infrastructure companies whose engineering acceleration matches your stage and check-size filters, delivered before competitive rounds form — see /firstlook. (2) Validate: given a deal already in your pipeline, retrieve the public engineering trajectory via the public MCP server at /api/v1 or the openapi.json at /api/openapi.json.
No. This is a curated seed corpus, not a Crunchbase-scale database. We add companies, funds, and founders deliberately when they meet our public-source threshold (self-published GitHub handle, public thesis, well-documented role). For the full open-source coverage of every cloud infrastructure startup we score, see /stage/[stage]/infrastructure — the scraped leaderboard.
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The free Acceleration Watch: five venture-backed teams accelerating on the engineering signal, translated into plain English — 21 to 47 days before the deck circulates. No code-reading, no card.