Clarity × Checkr

The Narrative Arc

From tension to possibility. 8 steps, one story.

The Opportunity

Your HR business is thriving. The market is asking for more.

The New Threat

Gen-AI creates a new class of hiring attacks that HR cannot solve alone.

Where It Hits

Every stage of the hiring funnel is now an attack surface.

The Solution

One unified product, built for the new attack surface.

The Secret Sauce

A Gen-AI problem needs a Gen-AI company. We built it.

The Buyer Shift

HR and CISO now buy hiring trust together. New joint budget.

The Outcome

Enterprises pay $100K today. 5% of your base = $500M new ARR.

The Validation

The CISOs tell you themselves. It's their top priority.

An opportunity to expand this great market together.

A Gen-AI adjacent market is forming, and Checkr's 100K HR customers are the unfair advantage.

The market today

Hiring Trust is an $8B market today.
Gen-AI is creating the next one.

Enterprise spend on hiring trust & verification, 2025–2030

Today

$8B

Background Check + Hiring IDV combined, 2025

By 2030

~$19B

Core market doubles. Plus a new $5B+ Gen-AI layer stacks on top.

Core: BGC + Hiring IDV

New: Gen-AI Hiring Trust

A new $5B+ layer is stacking on top of your core market, and no one owns it yet.

An additive layer alongside BGC and IDV, not a replacement for the market you already own.

Sources: Background Check (Verified Market Research, Market Research Future, 8–10% CAGR) · Hiring IDV (Grand View Research, FMI) · Deepfake & Gen-AI Fraud Detection (market.us, $114M→$5.6B, 47.6% CAGR; Mordor Intelligence)

Option A: Market size (archived)

The market today

Hiring trust is an established $8.5B market

$8.5B

2025 addressable spend on hiring trust & verification

Background Check $5.3B

Employment BGC segment, projected to $9B+ by 2030. Grand View Research

Hiring IDV $3.2B

Hiring-specific identity verification, projected to $8B+ by 2030. FMI

And this is before Gen-AI.

Option B: Category landscape

The market today

Two layers are established. A third is forming.

Enterprise spend on hiring trust, 2025

Established $5.3B

Background Check

Employment verification, criminal & credential checks

Established $3.2B

Hiring IDV

ID document & selfie verification at offer stage

New $1B+

Gen-AI hiring integrity

Deepfake & identity-fraud detection across the hiring process

No established player yet.

Two layers are owned. The third is open.

Option C: Growth curve (cited)

The market today

The baseline doubles. A new layer emerges.

Enterprise spend on hiring trust & verification, 2025–2030

Baseline: Background Check + Hiring IDV (8–10% CAGR)

Emerging: Gen-AI interview integrity (47% CAGR)

Your existing market roughly doubles. A new $5B+ layer stacks on top.

Sources: Background Check: Verified Market Research ($3.2B→$7.4B, 8.1% CAGR); Market Research Future ($3.6B→$7.5B, 8.6% CAGR) · Identity Verification: Grand View Research (global IDV $9.9B→$33.9B, 16.7% CAGR; hiring carve-out per FMI ~$3.2B 2025) · Deepfake Detection: market.us ($114M→$5.6B, 47.6% CAGR); Mordor Intelligence ($1.14B 2025, 48% CAGR)

The new attack surface

The hiring process has new points of attack.

Before Gen-AI, these attacks didn't exist. Your core layer never needed to cover them.

Your core market · Handled

Fake credentials

Fabricated degrees, job history, certifications. Caught by background check.

Identity misrepresentation

Wrong SSN, stolen identity at offer stage. Caught by IDV + SSN trace.

Criminal record concealment

Undisclosed convictions. Caught by criminal background check.

Covered by: Background Check + Hiring IDV

New · Gen-AI era

New attack surface · Open

Deepfake interviews

Real-time face & voice swaps during live video interviews. Undetectable by current tools.

Identity swap across interviews

Different person shows up for technical vs behavioral rounds. No continuity verification exists.

AI-assisted candidate fraud

AI feeding real-time answers, auto-generated portfolios, synthetic work samples

Covered by: No established player.

These are additions to your core hiring trust stack, not replacements for BGC or IDV.

The old fraud was an HR problem. The new fraud is also a security problem, and HR needs a partner to solve it.

Where the new attacks live

Gen-AI attacks happen where no one is watching.

The hiring process didn't change. But Gen-AI created new attack points inside it.

Covered

Step 1

Resume

CV verification,
credential check

Partial

Step 2

Screen

Phone screen,
recruiter call

Basic IDV

Exposed

Step 3

Interview 1

Behavioral round
deepfake risk

No coverage

Exposed

Steps 4–6

Interviews 2–4

Technical, panel rounds
identity swap risk

No coverage

Covered

Step 7

Offer + BGC

Background check,
IDV, SSN trace

The interview gap

A candidate does 3–5 video interviews before receiving an offer. Today, nothing verifies they’re the same real person across those conversations.

BGC checks the past. IDV checks the document. The interview needs a new layer, alongside the ones you already have.

A new layer alongside BGC and IDV, not a replacement for them.

Option A: merged (archived)

Clarity Solution & Secret Sauce

A Gen-AI problem requires a Gen-AI company.

One unified product that correlates 50+ signals across the hiring funnel, alongside BGC & IDV, not replacing them.

Layer 1 · Integrated across the hiring journey

Application

✓ Checkr building here

Interview

⚠ Clarity covers

Offer

⚠ Clarity covers

Onboarding

✓ Checkr owns (BGC)

Layer 2 · Specialized Gen-AI detectors at every stage

· CV authenticity · Social fingerprint · Employment history

· Deepfake detection · Voice spoofing defense · Identity continuity · Device intelligence

· IDV (ID vs. selfie) · Liveness check · Bio-compare (Clarity only) · Deepfake at offer

· Criminal / SSN · Government records · Continuous monitoring

Layer 3 · Agentic AI Risk Model · the brain

Correlates 50+ signals across every stage → one auditable CISO-grade risk verdict per candidate

Biometric · Device · Behavioral · Candidate data

Agnostic AI Agent

Works across Zoom, Teams, Meet · any ATS

3+ yrs Gen-AI Research

Led by Tal Peleg · unique Gen-AI talent

Deployed at Enterprise

+ more

The best comprehensive solution in the market, built by the team that lives and breathes Gen-AI.

5 · Option A (archived)

The Product

One unified product, built for the new attack surface.

Alongside BGC & IDV. Not replacing them.

1 · Integrated across the hiring journey

Application

Interview

Offer

Onboarding

Background check

2 · Specialized Gen-AI detectors at every stage

CV & identity signals

Deepfake & voice spoofing

Bio-compare & IDV

Background check

3 · Agentic AI Risk Model · the brain

50+ signals → one CISO-grade verdict per candidate.

In Production

1M+

Candidates / year

Active Pipeline

Integration. Expertise. Agentic risk. One unified product, already running at scale.

Our Secret Sauce

A Gen-AI problem requires a Gen-AI company.

We built an AI-native solution purpose-built for Gen-AI fraud, backed by a team that lives and breathes this space.

AI-Native Architecture

Agnostic AI agent, built from Gen-AI first principles

Only an agnostic, AI-native agent can actually solve deepfake-era hiring fraud. Works across any video platform, any ATS, any interview format. Not a point tool wired into one workflow.

Zoom Teams Meet Greenhouse Lever Ashby

The Deep Moat

Proprietary Gen-AI Research

Proprietary deepfake & Gen-AI fraud detection

Deep, continuous research into how Gen-AI attacks hiring, and how to defend against it. Not something an IDV vendor can bolt on after the fact.

Research depth

3+ yrs

Focus

Gen-AI hiring fraud

The Team Behind the Research

Experts in Gen-AI, computer vision & fraud detection

Unique Gen-AI researchers & product talent

Ronen Rosenberg

Gen-AI Research

Neev Wilf

Fraud Product Leader

Allon Oded

Gen-AI Product Leader

Ziv Isaiah

Fraud Intelligence

Natalie Gabay

Gen-AI Research

AI-native architecture. A world-class Gen-AI team. Purpose-built research. The best comprehensive solution in the market.

How the market buys now

In the new world of hiring fraud, HR and CISO buy together.

Neither HR nor the CISO can solve it alone. The CISO brings a new budget line for the Gen-AI threats that were never on HR's plate. Both required to approve.

Validated across 37+ conversations with enterprise CISOs & HR leaders

HR Leader

The existing buyer · still at the table

✓

Owns the hiring workflow & candidate quality

✓

Already on contract with background-check vendors

✓

Needs security co-signer for Gen-AI scope

Budget · existing HR line

Cannot handle
alone

Joint
decision

Now at the table

CISO

Security Leader

New to the table · brings Gen-AI mandate

✓

Defines the Gen-AI threat & security requirements

✓

Holds the new security budget line

✓

Co-approves vendor alongside HR

Budget · new security line

Checkr's unfair advantage

You already own the HR seat. 100,000+ relationships. The CISO side is where the new budget lives, and that's where Clarity delivers.

What the market already told us

Enterprises are paying $100K/year for this today.

From our first enterprise conversations this quarter: real pricing, active deals, one in production. The market has already validated the price.

Market-validated ACV

$100K/yr

per enterprise

In production

1M+ candidates verified/yr

Validated across 37+ enterprise CISO conversations over the past 12 months

+ 26 more enterprises

Gartner confirms hiring-fraud protection must go beyond current IDV standards. This is new CISO budget, not reshuffled HR spend.

Now apply that price to Checkr's base

Checkr's base

100K+

HR customers

Conservative adoption

= 5,000 customers

Market-validated ACV

$100K

per enterprise/yr

New ARR

$500M

net new, fully additive

A new budget line inside the accounts Checkr already owns. No new logos. No new markets. No trade-off against BGC spend.

The CISOs speak for themselves

CISOs are already treating this as a top priority.

From 37+ enterprise CISO conversations over the past 12 months.

Fortune 500 insurance · NYSE: GL

“Hiring fraud protection is in the top two most important focuses I have right now, and I see this with almost all the CISOs I am speaking with.”

Mike Priest · CISO, Globe Life

“Hiring fraud protection is extremely relevant. We’ve had too many near misses, and a tidal wave of deepfakes is coming.”

Eric Schlesinger · CISO, Parsons

“You don’t have to convince us there’s a bad actor issue, we’re fully aware and looking for tech solutions.”

Matthew Scott · SailPoint

“Deepfake frauds are among the hottest topics in our domain, it fits our cybersecurity strategy.”

Milan Velev · CISO, Nexo

“CISOs must choose vendors who can demonstrate capabilities and a plan that goes beyond current standards of identity verification.” Afik Khan, Gartner

Option C (archived)

What's changing

CISOs are already treating this as a top priority.

From 37 enterprise CISO conversations over the past 12 months.

Fortune 500 insurance · NYSE: GL

“Hiring fraud protection is in the top two most important focuses I have right now, and I see this with almost all the CISOs I am speaking with.”

Mike Priest · CISO, Globe Life

“Hiring fraud protection is extremely relevant. We’ve had too many near misses, and a tidal wave of deepfakes is coming.”

Eric Schlesinger · CISO, Parsons

“You don’t have to convince us there’s a bad actor issue, we’re fully aware and looking for tech solutions.”

Matthew Scott · SailPoint

“Deepfake frauds are among the hottest topics in our domain, it fits our cybersecurity strategy.”

Milan Velev · CISO, Nexo

“CISOs must choose vendors who can demonstrate capabilities and a plan that goes beyond current standards of identity verification.” Afik Khan, Gartner

The CISO already owns this problem. A new budget is being allocated.

Option B · Same answer, proven by peers

$500M puts Checkr at the top of a proven category, with a 100K-customer head start.

CISO-sold security categories already reach this scale. The ones that didn't sell to CISO hit a ceiling far below.

The ceiling

KnowBe4

~$350M

ARR. Sold to CISO. Taken private at $4.6B.

Proves what a CISO-budget category can reach.

Abnormal Security

~$200M

ARR. AI-native security, sold to CISO. $5.1B valuation.

Proof the AI-fraud cycle is already funding $1B+ categories.

Socure

~$200M

ARR. Identity verification platform. $4.5B last valuation.

Adjacent category, same budget holder pattern.

Figures are public estimates (Sacra, Bloomberg, last known funding rounds). Orders of magnitude, not audited.

These peers built from zero

Cold-sold every logo over 10+ years.

vs.

Checkr starts with 100K

Existing relationships. Cross-sell, not cold-sell.

Every CISO-sold security category has crossed $200M. None of them started with 100K customers.

Same answer as 7A, proven from the outside in.

The Narrative Arc

An opportunity to expand this great market together.

Hiring Trust is an $8B market today.Gen-AI is creating the next one.

Hiring trust is an established $8.5B market

Two layers are established. A third is forming.

The baseline doubles. A new layer emerges.

The hiring process has new points of attack.

Gen-AI attacks happen where no one is watching.

A Gen-AI problem requires a Gen-AI company.

One unified product, built for the new attack surface.

A Gen-AI problem requires a Gen-AI company.

In the new world of hiring fraud, HR and CISO buy together.

Enterprises are paying $100K/year for this today.

CISOs are already treating this as a top priority.

CISOs are already treating this as a top priority.

$500M puts Checkr at the top of a proven category, with a 100K-customer head start.

Hiring Trust is an $8B market today.
Gen-AI is creating the next one.