Vendor Ecosystem — Delve Tech DD

533

Unique Vendors

4.2

Avg Vendors/Company

5.1/10

Score (0-1 vendors)

6.1/10

Score (5+ vendors)

Vendor Landscape

Across 485 companies, we identified 533 unique technology vendors. The average company names 4.2 vendors in their compliance report.

Rank	Vendor	Companies	% of Portfolio
1	Amazon Web Services (AWS)	246	50.7%
2	Supabase	88	18.1%
3	Vercel	82	16.9%
4	Google Cloud Platform (GCP)	77	15.9%
5	AWS	72	14.8%
6	subservice organization	53	10.9%
7	OpenAI	49	10.1%
8	Cloudflare	47	9.7%
9	GitHub	45	9.3%
10	Microsoft Azure	39	8.0%

Transparency = Maturity

A striking pattern: companies that name more vendors in their SOC 2 reports score significantly higher. This isn't because more vendors = better architecture. It's because transparency about dependencies is a proxy for engineering culture maturity.

Companies with 0-1 named vendors average 5.1/10. Companies with 5+ vendors average 6.1/10. The difference is nearly a full point — meaningful in a tight distribution.

Distribution

Due diligence signal: If a SOC 2 report names only the cloud provider and nothing else, that's a transparency red flag. Ask the founder to disclose the full vendor stack.