Investor relations

Investing in the DNS security layer

DNSAFE operates at the intersection of network security and compliance infrastructure — a market experiencing structural, policy-driven demand growth across every customer segment.

1.2B+
Queries / day
40+
Threat categories
<5ms
Resolution latency
99.9%
Uptime SLA
Market opportunity

A compliance-driven, structurally growing market

DNS security is no longer optional. Cyber insurance underwriters, SOC 2 auditors, and enterprise procurement teams are increasingly requiring DNS-level filtering as a baseline control — driving adoption across SMBs, mid-market organizations, and MSP client bases that previously had no DNS security layer in place.

The global DNS security market is projected to exceed $5 billion by 2028, driven primarily by MSP channel growth, rising ransomware insurance requirements, and expanding regulatory frameworks across financial services, healthcare, and education.

DNSAFE is positioned at the center of this shift — serving MSPs who manage thousands of endpoints, businesses with compliance obligations, and a growing consumer segment seeking affordable network-layer protection.

Why now

🏛️ Regulatory tailwinds

CISA guidance, cyber insurance requirements, and frameworks like NIST CSF 2.0 increasingly cite DNS filtering as a required or strongly recommended control — accelerating enterprise and SMB adoption.

📈 MSP channel momentum

The managed services market is growing at 12% CAGR. MSPs are actively seeking DNS security solutions they can white-label and resell — a market DNSAFE was purpose-built to serve.

🧩 Consolidation pressure

Organizations are consolidating security vendors. DNS filtering bundled with threat intelligence, logging, and API access is increasingly displacing standalone point solutions.

Business model

Recurring SaaS. Multiple segments. Strong unit economics.

🏢

MSP / Business (B2B)

Flat per-tenant SaaS pricing. MSPs pay a fixed monthly fee per managed tenant and resell at their margin. High LTV, low churn — MSPs rarely switch DNS security vendors mid-contract.

  • Multi-tenant drives volume pricing
  • API access supports deep integrations
  • White-label portal increases stickiness
🏠

Consumer (B2C)

Monthly subscriptions at my.dnsafe.net. Lower ACV but high volume and zero churn infrastructure cost. Consumer segment also serves as top-of-funnel for business upgrades.

  • Self-serve onboarding, low CAC
  • Expanding add-on revenue (threat intel access)
  • Natural upgrade path to business tier
🔌

API / Platform

Programmatic access to ThreatGrid intelligence via api.dnsafe.net. Usage-based pricing targets security teams, SIEM vendors, and integrators building on top of our threat data.

  • Zero marginal cost per additional API call
  • Enterprise tier supports custom SLAs
  • Positions DNSAFE as infrastructure layer
Investment highlights

Why DNSAFE

♻️

Recurring revenue

Subscription-based model with monthly and annual plans. MSP contracts drive predictable, multi-year recurring revenue with high retention.

📊

Expanding product surface

DNS filtering is the foundation. AI threat intel, consumer, and API create multiple upsell vectors without additional acquisition cost.

💡

Lean infrastructure

Cloud-native architecture with strong gross margin potential. Infrastructure cost scales sublinearly with query volume.

🌍

Global TAM

DNS security demand spans every geography and organization type. The same product serves SMBs in the US, MSPs in Europe, and enterprises globally.

🔒

Deep moat via integrations

API-connected customers with PSA and RMM integrations have extremely high switching costs. Each integration deepens platform lock-in.

Built to scale

Processing 1.2B+ queries per day today. Architecture designed to handle 10x growth without major re-platforming or additional operational overhead.

Get in touch

Request the investor pack

We're happy to share our pitch deck, financial model, and product roadmap with accredited investors and institutional funds. Reach out directly and we'll schedule a call.

investors@dnsafe.net →

Interested in partnering with DNSAFE?

MSPs and resellers can also explore our channel partner program.

Partner program → Our story