Envoy (Traction Guest) Due Diligence

Run due diligence on Envoy (Traction Guest): check compliance and get alerts when suppliers change.

United States · envoy.com · 28 vendors

Envoy is a San Francisco-based workplace management platform that helps organizations manage visitors, employees, spaces, and onsite communications. It provides a unified platform with solutions for visitor management, desk and room booking, delivery management, and workplace analytics to ensure secure, compliant, and efficient operations.

Resilience scores

Technology vendors

Services catalogue

6 services in catalogue across 3 categories; runs on 28 sub-vendors.

Insights

Last updated 2026-07-30 · revision 2

28 direct vendors, 240 subvendors

Direct vendors by controlling owner country (sample)

Subvendors by controlling owner country (sample)

Compliance

11 in-scope frameworks identified; showing 3.

ISO 27001 (source) — No public evidence

Evidence: https://envoy.com/legal/compliance, https://envoy.com/legal/security-and-privacy, https://trust.envoy.com

C-TPAT — Evidence found

Evidence: https://envoy.com/legal/compliance

CPRA — Evidence found

Evidence: https://envoy.com/legal/compliance, https://envoy.com/legal/cpra-addendum, https://envoy.com/legal/security-and-privacy, https://envoy.com/legal/privacy-policy

Financials

Three-year financials

Financial Resilience Score: 6/10

Envoy is a well-funded, later-stage private US SaaS company with a strong tier-1 investor base including Andreessen Horowitz, Menlo Ventures, and Brookfield Growth. The company raised US$111M in Series C funding in January 2022 at a reported ~US$1.4B valuation, with total disclosed funding of approximately US$170M. Its recurring SaaS revenue model with high gross margins, blue-chip enterprise customer roster (NVIDIA, AWS, Tesla, Databricks, GitHub, Snowflake, Anthropic, Chevron, Roche, Amgen, P&G, PayPal), and diversified sector exposure provide meaningful resilience. However, the company publishes no audited financial statements, making independent verification of runway or profitability impossible. Its core visitor management product depends on physical office attendance, exposing it to structural hybrid work headwinds. The 2022 valuation was set at peak SaaS multiples and faces potential down-round risk given subsequent SaaS re-ratings in 2023-2024. Customer concentration in the US tech sector—which experienced significant 2023-2024 layoffs and real-estate reductions—likely pressured seat counts. The competitive landscape includes well-funded rivals (iLobby, Sine/Honeywell, Proxyclick/Eptura, Robin) and integrated access-control incumbents. Overall resilience is moderate-to-good but opaque.

Key strengths: Tier-1 investor base (a16z, Menlo Ventures, Brookfield Growth) providing capital access and governance discipline, US$111M Series C raised January 2022 at ~US$1.4B valuation; ~US$170M total funding, Blue-chip customer roster across tech, pharma, energy, CPG, and financial services, Recurring SaaS revenue model with high gross margins, Platform expansion from single-product VMS to multi-module workplace suite (mailroom, rooms, desks, signage, notifications), Regulatory tailwinds from ITAR, EAR, OFAC, C-TPAT, and UK Martyn's Law compliance, 16,000+ workplaces served globally

Risk factors: No public disclosure of audited financials — opaque to counterparties, Post-pandemic hybrid work headwinds reducing physical office attendance, Competitive market with well-funded rivals (iLobby, Sine, Proxyclick, Robin, Verkada, HID/Genea), Down-round risk given 2022 peak-valuation and subsequent SaaS multiple compression, M&A integration risk from Traction Guest consolidation, Customer concentration in US tech sector affected by 2023-2024 layoffs and real-estate reductions

Revenue by geography

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