NinjaOne, LLC Due Diligence

Run due diligence on NinjaOne, LLC: check compliance and get alerts when suppliers or ownership change.

United States · owned by Independent (United States) · www.ninjaone.com · 31 vendors

NinjaOne is a unified IT operations platform that provides endpoint management, remote monitoring and management (RMM), patch management, and IT automation tools. The company serves managed service providers (MSPs) and internal IT teams, enabling them to manage, monitor, and support all endpoints from a single pane of glass. NinjaOne is known for its human-centered AI-powered approach to smarter endpoint management and autonomous patching.

Resilience scores

Technology vendors

Services catalogue

1 service in catalogue across 1 category; runs on 31 sub-vendors.

Insights

Last updated 2026-04-13 · revision 2

31 direct vendors, 264 subvendors

Direct vendors by controlling owner country (sample)

Subvendors by controlling owner country (sample)

Compliance

4 in-scope frameworks identified; showing 3.

ISO 27001 (source) — Evidence found

Evidence: https://trustpage.ninjaone.com/, https://www.ninjaone.com/iso-27001/

HIPAA (source) — Evidence found

Evidence: https://trustpage.ninjaone.com/, https://www.ninjaone.com/hipaa/, https://www.ninjaone.com/solutions-for-it-professionals/healthcare/

GDPR (source) — Evidence found

Evidence: https://trustpage.ninjaone.com/, https://www.ninjaone.com/privacy-policy/, https://www.ninjaone.com/data-processing-agreements/

Financials

Three-year financials

Financial Resilience Score: 7/10

NinjaOne demonstrates strong financial resilience characteristics typical of a high-growth, well-capitalized private SaaS company. The company has crossed $500M ARR as of January 2026, placing it among the top tier of private SaaS businesses globally. Its debt-free balance sheet is a particularly notable strength at this scale, providing significant financial flexibility and insulating the company from interest rate risk. The $500M Series C extension at a $5B valuation, led by institutional-grade investors ICONIQ Growth and CapitalG (Alphabet), further validates the company's financial standing and provides a substantial capital runway for continued investment. Founder control is a meaningful resilience factor: co-founders Sal Sferlazza and Chris Matarese retain majority equity and voting power, enabling long-term strategic decision-making without short-term investor pressure. The recurring SaaS revenue model provides high predictability and visibility, and a claimed 98% customer satisfaction score maintained over five years is a strong proxy for low churn and high net revenue retention. Customer count growth from approximately 24,000 (February 2025) to 35,000+ (early 2026) implies roughly 46% net new customer growth in 12 months, indicating robust demand. However, the complete absence of audited financial statements introduces meaningful uncertainty. Profitability, cash burn rate, and true balance sheet strength cannot be independently verified. The CFO's language around 'overinvestment' in support and R&D suggests the company may be operating at a loss or near breakeven, which is common for high-growth SaaS but creates dependency on continued external funding. The $262M Dropsuite acquisition adds integration complexity and capital deployment risk. Competitive pressure from well-resourced incumbents such as Microsoft, Kaseya, and ConnectWise remains an ongoing structural risk. The implied ARR multiple of approximately 10x ($5B valuation on $500M ARR) is elevated but within norms for high-growth SaaS. A market downturn, growth deceleration, or shift in investor sentiment could compress this multiple significantly. Overall, the company scores well on capital structure, growth trajectory, and investor quality, but is penalized for opacity, unverified profitability, acquisition integration risk, and SMB/MSP market concentration.

Key strengths: Debt-free balance sheet confirmed as of February 2025 funding announcement, ARR exceeding $500 million as of January 2026 — top-tier private SaaS milestone, $500M raised at $5B valuation in February 2025 from institutional investors ICONIQ Growth and CapitalG (Alphabet), Founder-controlled: co-founders retain majority equity and voting power enabling long-term strategy, Recurring SaaS subscription revenue model providing high revenue predictability, 98% customer satisfaction score maintained for 5+ years — strong proxy for low churn, ~46% customer count growth in approximately 12 months (24,000 to 35,000+ customers), ~70% year-over-year ARR growth in healthcare vertical as of March 2026, FedRAMP Moderate authorization (September 2025) opening regulated government and healthcare markets, 2,000+ employees with active hiring across all departments, 35,000+ customers across 140+ countries providing geographic diversification, Gartner Magic Quadrant Leader recognition for Endpoint Management Tools (2026), Deloitte Technology Fast 500 inclusion confirming sustained high growth rates, SOC 2, ISO 27001, GovRAMP compliance certifications enabling enterprise and regulated-sector sales

Risk factors: No audited financial statements available — profitability, cash burn, and true balance sheet strength cannot be independently verified, Unknown profitability status — CFO language around 'overinvestment' suggests possible operating loss or near-breakeven, Dependency on continued external investor funding if operating at a loss, $262M Dropsuite acquisition introduces integration complexity, management bandwidth strain, and incremental cost risk, Competitive pressure from well-resourced incumbents: Microsoft (Intune), Kaseya, ConnectWise, N-able, Elevated valuation multiple (~10x ARR) vulnerable to compression in market downturn or growth deceleration, Concentration in SMB/MSP segment which tends to be more price-sensitive with higher churn than enterprise, Key-person risk: heavy dependence on co-founders Sal Sferlazza and Chris Matarese, Private company opacity limits ability of customers, partners, and counterparties to independently assess financial health, Geographic revenue concentration unknown — likely US-heavy with associated concentration risk

Revenue by geography

Revenue by product/service

Workforce by country

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