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ClickHouse

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ClickHouse is a private company that develops a high-performance analytical database management system.

sentiment mix
bull 100%bear 0%neu 0%

funding rounds

private markets
latest round
Series D
Jan 2026 | $400M
post-money valuation
$15B post-money
+136% vs Series C
total raised
$1B+ disclosed
2 disclosed rounds | updated 2026-07-21
round progression
Series C
May 2025
$350M
Series D
Jan 2026
$400M
lead investors
  • Dragoneer Investment Grouplead
dateroundamountvaluationinvestors
Jan 2026Series D$400M$15B post-moneyDragoneer Investment Group
May 2025Series C$350M$6.35B post-moneyKhosla Ventures

signal summary

latest high-conviction thesis
ClickHouse CEO sees agentic AI driving demand for ultra-low-latency analytical database▾

ClickHouse's columnar architecture delivers unmatched price/performance for the unpredictable, high-concurrency query patterns of AI agents, and its open-source adoption across nearly every AI-native company creates a defensible moat as agents begin selecting infrastructure autonomously.

aaron cassT120VC2026-08-31
confidence 88 / 100impact High
key themes
  • AI Infrastructure100%
  • AI Economics & Business Models71%
  • Enterprise AI Adoption57%
  • AI Agents43%
  • AI Bubble / Capex Debate43%

bull thesis · 9

88 / 100
  • •Gerstner: ClickHouse doing extraordinarily well in AI data infrastructure
  • •ClickHouse CEO sees agentic AI driving demand for ultra-low-latency analytical database
  • •ClickHouse is a core infrastructure bet that will compound across AI and non-AI companies

bear thesis · 0

—
  • — none —

mentions · 9

20VCClickHouse CEO: The AI Bubble Is Wrong | Revenue Concentration Should be a Concern1 mentions · 1▲ 0▼ 0○ · 25 days ago
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