DataForge
Real-time data infrastructure for modern apps
Immediate due diligence
Tier 1: High Conviction
Efficient growth and deep moats
Recommended Action
Immediate due diligence
DataForge provides the fastest and most reliable real-time data infrastructure, enabling developers to build responsive applications with sub-millisecond latency. Our platform processes over 10 billion events daily.
Weight: 30%
80.0
Founder-Market Fit + Revenue Velocity
Weight: 30%
85.0
Burn Multiple + LTV/CAC
Weight: 25%
95.0
Proprietary Data + Integration Depth
Weight: 15%
90.0
NRR + K-Factor
18 yrs domain exp + serial exit
75% YoY ARR Growth
1.16x (Net Burn / Net New ARR)
7.2x ($420K / $58.0K)
88% private data
15.2 avg APIs per user
145% NRR
0.97 (2.2 invites x 44% conv)
Daniel Wu
CEO & Co-Founder
Former AWS, led DynamoDB team
Sarah Mitchell
CTO & Co-Founder
Former Netflix, built real-time data platform
Andrew Kim
VP Engineering
Former Confluent, Kafka contributor
Revenue (ARR)
$78M ARR
+75% YoY
Gross Margin
85%
Burn Rate
$3.2M/month
Runway
36 months
LTV
$420,000
CAC
$58,000
Lead Investors
- Processing 10B+ events daily with 99.999% uptime
- 2,500+ enterprise customers globally
- Best-in-class developer experience
- Path to profitability in next 18 months
- Market saturation in data infrastructure
- Price competition from cloud providers
- Technical complexity of scaling operations