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Markets2026-07-25 · source-backed
Neo launched July 20 with $100M from a16z and Bessemer plus Craft Ventures and Merlin Ventures, built by former SentinelOne, Wiz and Palo Alto operators. It sells SecOps teams inventory, attribution and policy control over agents, AI-enabled apps, browsers and identities, treating agentic software as a distinct asset class. The number the whole category is priced against is Gartner's: 5% of enterprise applications had agentic capabilities in 2025, projected to hit 40% by end of 2026. Whether or not that projection lands, $100M says the security tooling fork is happening.
Each link below shares sources, entities, or timing with this story.
Boston-based Neo raised $100M in combined seed and Series A from a16z, Bessemer, Craft Ventures, and Merlin Ventures to help teams "see, review, and control AI-enabled software," while Empirical Security raised $25M Series A led by Brightmind Partners. A $100M seed-plus-A is a...
Cyera signed an LOI to acquire Oasis Security for roughly $1 billion, about $700M in cash (SecurityWeek). Act Security came out of stealth with $60M total, a $20M seed from Team8 and Bessemer plus a $40M Series A led by Notable Capital (SecurityWeek). Hush Security closed a $3...
At $11.4B revenue run-rate (+24% YoY), Next-Gen Security ARR grew 60% (28% organic) with 120% NRR and single-digit churn, but only among ~2,280 multi-product accounts, targeting 4,000 by 2030 (SaaStr). The $25B CyberArk acquisition closed February 2026, beat internal targets b...
Series D led by Lux Capital with Bessemer, Imaginary Ventures, L Catterton Growth, 2048 Ventures and StepStone, taking total past $125M. Dropping the category word from the name is the tell: a salon-and-spa vertical SaaS repositioning as an AI company at the Series D, not the...
MiniMax-AI/MiniMax-H3 launched July 30 with no description, but the tooling around it exploded: ComfyUI-Spectrum-MiniMax-H3 (335 stars, Chebyshev ridge regression to skip transformer evaluations), two competing Director workflow nodes (309 and 156), an audio node (222), a Turb...
July 22's board is plumbing, not apps: Kastra (199 votes) sells runtime authorization for Claude, Cursor, Codex, and OpenClaw with policy enforcement against prompt injection and unauthorized tool calls, while box (183 votes) sells Ubuntu VMs with SSH for agents at $0.036/hr (...
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