There’s something about a company called Observe pulling in $156 million in Series C to teach enterprises how to actually see what the hell is going on inside their systems. Because here’s the reality: in 2025, observability isn’t a dashboard, it’s survival. And most companies are still out here playing Where’s Waldo with their telemetry data, hoping an alert magically connects dots it never even knew existed.
Observe, Inc. just dropped the mic on that mess. With a fresh $156M led by Sutter Hill Ventures and support from Madrona Ventures, Alumni Ventures, Capital One Ventures, and Snowflake Ventures, they’re not just scaling, they’re architecting the new normal. It’s what happens when AI doesn’t just sit in the corner making predictions, but actually does something, autonomously, in real time, and with enough context to make Splunk look like your grandpa’s pager.
Jeremy Burton, Chief Executive Officer, knows scale. Jacob Leverich, Co-Founder and Chief Product Officer, lived the pain at Splunk and built his PhD thesis into a real business case. Jonathan Trevor co-founded this thing with a hard drive full of distributed systems war stories. And Ang Li? That founding engineer code is probably still pulsing in the backend.
Let’s break it down. Observe takes your logs, metrics, traces, and events, 150 petabytes of ’em every month, and pours them into a real-time streaming data lake. Not some Frankenstein bolt-on, but a platform built from the kernel up using Apache Iceberg and OpenTelemetry. Then they layer on the O11y Knowledge Graph to actually map out the services, deployments, users, and incidents in a live, contextual web of cause and effect. And when it all starts going sideways? O11y AI SRE steps in like an over-caffeinated site reliability engineer with zero patience and infinite memory.
The results? 200%+ ARR growth in H1 FY25, 180% net revenue retention, and triple-digit growth in monthly active users. Big names, Capital One, Tekion, Topgolf & Toptracer, Truveta, already bought in. Strategic integrations with Snowflake seal the deal. It’s not just observability, it’s orchestration. Real time, AI-native, and ruthlessly efficient.
This isn’t a tool. It’s a shift. A bet that modern enterprises don’t just want to see more, they want context, intelligence, and action. That’s what this $156M fuels: more AI horsepower, deeper integrations, and a global go-to-market machine to take it all beyond North America.
Some startups talk about scale. Observe is ingesting 300TB a day from single customers and returning sub-second queries at petabyte scale. That’s not noise. That’s clarity. And clarity at that scale? That’s gold.
