Airbyte Due Diligence

Run due diligence on Airbyte: check compliance and get alerts when suppliers change.

United States · airbyte.com · 13 vendors

Airbyte is an open-source data integration platform that facilitates the movement and consolidation of data from various sources like applications, APIs, and databases into data warehouses, data lakes, and other destinations. It provides a wide array of pre-built connectors and enables users to create custom integrations, simplifying the process of building data pipelines.

Resilience scores

Technology vendors

Services catalogue

3 services in catalogue across 3 categories; runs on 13 sub-vendors.

Insights

Last updated 2026-04-15 · revision 1

13 direct vendors, 203 subvendors

Direct vendors by controlling owner country (sample)

Subvendors by controlling owner country (sample)

Compliance

4 in-scope frameworks identified; showing 3.

GDPR (source) — Evidence found

Evidence: https://airbyte.com/solutions/data-protection, https://airbyte.com/company/privacy-policy

SOC 2 (source) — Evidence found

Evidence: https://airbyte.com/solutions/data-protection, https://airbyte.com/company/request-our-trust-report

HIPAA (source) — Evidence found

Evidence: https://airbyte.com/solutions/data-protection

Financials

Three-year financials

Financial Resilience Score: 6/10

Airbyte has raised approximately $181M in total venture funding, with the largest tranche being a $150M Series B in December 2021 that conferred unicorn status (implied valuation exceeding $1 billion). Assuming a disciplined burn rate consistent with a 200–350 person organization, the company likely retains meaningful runway into the mid-2020s from its existing capital base. However, the absence of any publicly announced funding round since December 2021 — now over three years ago — introduces material uncertainty about whether the company is self-sustaining on revenue or approaching the limits of its capital cushion. On the qualitative side, Airbyte benefits from a structurally low customer acquisition cost driven by its open-source community model, with 25,000+ Slack members and 50,000+ newsletter subscribers providing a large top-of-funnel. Its connector ecosystem (5,000+ connectors) and blue-chip customer base (Peloton, Disney, Bumble, Datadog, Perplexity, Hyatt, Invesco, and others) demonstrate enterprise-grade traction. The February 2025 shift to capacity-based pricing and the launch of Airbyte 2.0 and Enterprise Flex suggest active product and commercial evolution. Key risks include the structural difficulty of monetizing open-source users (typical OSS conversion rates of 1–5%), intense competition from well-funded incumbents such as Fivetran, and hyperscaler-native solutions from AWS, Azure, and Google. The burn rate is unknown but likely significant given headcount and infrastructure costs, and no path to profitability has been disclosed. The lack of audited financials or any public revenue disclosure makes it impossible to quantitatively verify financial health. Overall, Airbyte scores a 6 out of 10 for financial resilience: the large capital raise, strong community moat, and enterprise momentum are meaningful positives, but the prolonged absence of new funding, undisclosed burn rate, and unproven monetization scale introduce sufficient uncertainty to preclude a higher rating.

Key strengths: ~$181M total venture funding raised, providing substantial capital runway, $150M Series B (Dec 2021) from top-tier investors: Coatue, Altimeter, Thrive Capital, Benchmark, Accel, Unicorn valuation (>$1B implied) as of December 2021, Open-source community moat with 25,000+ Slack members and 50,000+ newsletter subscribers driving low-CAC growth, 5,000+ connectors creating high competitive differentiation and switching costs, Blue-chip enterprise customer base including Peloton, Disney, Bumble, Datadog, Hyatt, Invesco, and Perplexity, Dual revenue streams: Airbyte Cloud (SaaS) and Airbyte Enterprise (self-hosted commercial license), Third OEM/embedded channel ('Powered by Airbyte') providing additional monetization, Strategic AI repositioning (Airbyte 2.0, Agent Engine, PyAirbyte) aligned with highest-growth enterprise software segment, Enterprise security certifications: SOC 2 Type II, ISO 27001, GDPR, HIPAA — reducing regulated-buyer friction, Capacity-based pricing (Feb 2025) reducing customer budget uncertainty and improving retention potential, Active hiring across engineering, sales, and go-to-market as of 2025

Risk factors: No public funding round announced since December 2021 — over 3 years without disclosed external capital, Revenue, ARR, burn rate, EBIT, and equity are entirely undisclosed — financial health cannot be quantitatively verified, No path to profitability disclosed; company almost certainly operating at a loss, OSS monetization structural challenge: typical open-source to paid conversion rates of 1–5%, Intense competition from Fivetran, dbt Labs, Stitch (Talend/Qlik), AWS Glue, Azure Data Factory, and Google Datastream, Elastic License v2 (ELv2) restricts cloud providers from offering managed Airbyte — potentially limiting distribution, Key-person risk concentrated in co-founders Michel Tricot (CEO) and Jean Lafleur (COO), Macro sensitivity: enterprise software spending slowdowns can delay deal closures and compress ARR growth, Headcount of 200–350 is an estimate only — exact figure not publicly disclosed

Revenue by geography

Revenue by product/service

Workforce by country

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