Led · Series A · Jul 2026

Balance Theory offers an AI-native platform that brings the cybersecurity investment lifecycle together through a system of record, a system of intelligence, and a system of execution. The platform is designed to help CISOs understand their enterprise, navigate the market, and move investment decisions into execution with confidence. The company reports it manages more than $1 billion in security investment spend and that customers see an average first-year ROI exceeding 300%. Cybersecurity veteran Dan Burns joined the company as executive chairman as it scales. Balance Theory is using recent funding to accelerate go-to-market efforts, deepen enterprise integrations, expand its market intelligence, and continue building agents and skills within the product. Its positioning targets the challenges security leaders face in prioritizing investments and translating strategy into measurable action.

Led · Series A · Jun 2026

Arcade.dev provides a secure action layer that enforces authorization, executes agent actions, and provides governance and auditing for production AI agents. The company authored the MCP authorization specification and says it runs agent actions in production across major enterprises, including a top U.S. bank, Prosus, and LangChain. Arcade reports tool call volume is up 25x in six months and maintains a catalogue of over 8,000 MCP tools purpose-built for agent usage. Its platform is designed to eliminate standing permissions and reduce failed actions and token costs. The team includes builders from identity, data, and integration layers at Okta, Redis, MongoDB, Snowflake, and Airbyte. With $72 million in total funding after the Series A, Arcade plans to expand product development, grow its ecosystem, and scale hiring to support enterprise deployments.

Led · Seed · May 2026

CodeIntegrity develops a runtime control layer that acts as a translator and filter to force non-deterministic AI agents to follow strict, predictable rules and to limit which enterprise systems and data an agent can access. The company demonstrated vulnerabilities in agentic models publicly last year, including a rapid compromise of Notion that earned coverage in The Economist. Founders Steven Jung (CEO) and Abi Raghuram (CTO) met at Rose-Hulman Institute of Technology and founded the company in May 2024 in the Seattle area; they later relocated to San Francisco while keeping employees in Washington state. CodeIntegrity participated in Antler’s New York residency program and is currently piloting its product with companies in regulated industries. The startup has raised a total of $5.25 million to date, including the $5 million seed led by Syn Ventures, and is using capital to expand engineering hires and move toward a broader public rollout. Competitors in the agentic AI security space mentioned alongside CodeIntegrity include Certiv, Raven, and Manifold Security.

Led · Seed · Feb 2026

Nullify provides an AI workforce dedicated to product security, enabling organizations to automatically triage security findings, validate exploits, score business risk, and deliver merge-ready fixes to the correct developers. Its system is powered by Vault, a continuously updated organizational ontology that allows the platform to learn, reason, and adapt with every action, producing closed-loop outcomes. Current customers include mid-market enterprises and rapidly scaling SaaS businesses worldwide. The company operates from San Francisco, California, with an additional office in Sydney, Australia. Nullify has raised a cumulative $16.9 million in capital to date, including its latest seed round. The fresh funding will be directed toward expanding operations and accelerating product development efforts. No revenue, user, or other operating metrics were disclosed in the available materials.

Participated · Equity · Dec 2025

Helmet Security builds an end-to-end security platform designed to safeguard enterprises against emerging threats stemming from agentic AI communications. The system continuously discovers and manages MCP servers, enforcing policy controls that let security leaders spot risky activity, block unsanctioned or over-privileged workflows, and respond immediately to new connections. By centralizing discovery and policy enforcement, the platform aims to reduce the attack surface created by modern AI-driven communications channels. Led by CEO Fred Kneip and CTO Kaushik Shanadi, the company positions itself as a comprehensive solution for enterprises tasked with managing fast-changing AI security risks. With fresh capital, Helmet Security plans to scale its operations and accelerate product development. No operating metrics such as revenue or user counts were disclosed in the fundraising announcement.