{ "updated": "2026-11-02", "about": "AI 原生安全图谱：每家公司的估值、收入、融资和关键数据，每个数字附出处（src）。layer 对应 layers.json 的 code。karpathy_uses = Karpathy 原清单里他本人在用的产品。", "companies": [ { "name": "1Password", "layer": "a1", "url": "https://1password.com/", "hq": "多伦多", "founded": 2005, "desc": "推出 1Password for Agents，让 AI 智能体登录账号却看不到密码", "valuation": { "v": "$6.8B", "date": "2022-01", "kind": "C 轮投后估值，媒体报道", "src": "https://www.cnbc.com/2022/01/19/1password-valued-at-6point8-billion-by-investors.html" }, "revenue": { "v": "$500M+", "date": "2026-10", "kind": "ARR，公司自报", "src": "https://betakit.com/1password-tops-500-million-usd-arr-on-the-back-of-accelerating-ai-demand/" }, "total_raised": "累计新募约 $920M（A+B+C 三轮相加，另有 2025-10 的 $100M 老股转让，不算新募）", "funding": [ { "date": "2019-11", "round": "A 轮", "amount": "$200M", "lead": "Accel", "src": "https://www.cnbc.com/2022/01/19/1password-valued-at-6point8-billion-by-investors.html" }, { "date": "2021-07", "round": "B 轮", "amount": "$100M", "lead": "Accel", "post": "投后 $2B", "src": "https://www.euronews.com/2021/07/27/us-cyber-1password-funding" }, { "date": "2022-01", "round": "C 轮", "amount": "$620M", "lead": "ICONIQ Growth", "post": "投后 $6.8B", "src": "https://www.cnbc.com/2022/01/19/1password-valued-at-6point8-billion-by-investors.html" }, { "date": "2025-10", "round": "老股转让（二级）", "amount": "$100M", "src": "https://www.finsmes.com/2025/10/1password-receives-secondary-investment.html", "lead": "Halo Fund（Flume Ventures 跟投）" } ], "key_data": [ { "k": "企业客户数", "v": "20 万+（85% 的 Forbes AI 50 在用）", "date": "2026-10", "src": "https://investor.wedbush.com/wedbush/article/bizwire-2026-10-22-1password-surpasses-500-million-in-arr-as-developers-and-ai-builders-accelerate-growth" }, { "k": "开发者与 AI 安全工具月活（人类用户）同比", "v": "+200%（非人类身份用户 +500%）", "date": "2026-10", "src": "https://www.pymnts.com/cybersecurity/2026/ai-security-demand-propels-1password-annual-recurring-revenue-past-500-million-dollars/" } ], "customers": [ "Under Armour", "Shopify", "IBM", "GitLab", "Slack", "PagerDuty" ], "karpathy_uses": true, "note": "客户名单来自 2021-07 融资报道（Yahoo Finance/TechCrunch 转载），不是 2026 年名单。2026-10 同时发布 1Password Unified Access（管理人和智能体的身份与凭证）；2025-10 与 Browserbase 合作，保护智能体浏览器登录。1Password for Agents 首批支持 Meta Muse、ChatGPT Work and Dots、Claude Duet、Grok Bot、Town（The Verge 报道，https://www.theverge.com/ai-artificial-intelligence/1016399/1password-ai-agent-password-sign-in）。公司 2005 年创立（Yahoo Finance 融资报道）；Globe and Mail 写 2006，成立月份没查到。" }, { "name": "Aembit", "layer": "a1", "url": "https://aembit.io", "hq": "银泉（马里兰）", "founded": 2021, "desc": "工作负载与 AI agent 的无密钥访问管理，按任务即时发放凭证，带 MCP 身份网关", "total_raised": "累计融资约 $45M", "funding": [ { "date": "2024-09", "round": "A 轮", "amount": "$25M", "lead": "Acrew Capital（Ballistic、Ten Eleven、Okta Ventures、CrowdStrike 跟）", "src": "https://www.finsmes.com/2024/09/aembit-raises-25m-in-series-a-funding.html" } ], "key_data": [], "customers": [ "Snowflake" ], "note": "Snowflake 作为客户来自 Aembit 官网首页案例（2026-10）。估值、收入未披露。" }, { "name": "Akeyless", "layer": "a1", "url": "https://www.akeyless.io/secure-ai-agents/", "hq": "纽约 / 特拉维夫", "founded": 2018, "desc": "无保险库密钥管理平台，给 AI 智能体发身份、临时凭证并按意图放行动作", "total_raised": "累计融资接近 $100M（CEO 2025-11 访谈口径）", "funding": [ { "date": "2022-11", "round": "B 轮", "amount": "$65M", "lead": "NGP Capital（Team8、JVP 跟投）", "src": "https://www.ngpcap.com/insights/akeyless-raises-65m-to-provide-secrets-management-as-a-service-for-devops-and-multi-cloud-environments" }, { "date": "2024-10", "round": "战略投资", "amount": "未披露", "lead": "Deutsche Bank CVC", "src": "https://www.citybiz.co/article/619644/akeyless-secures-strategic-investment-from-deutsche-bank/" } ], "key_data": [ { "k": "累计处理机器身份交互", "v": "2200 亿+", "date": "2025-11", "src": "https://www.citybiz.co/article/773616/qa-with-oded-hareven-ceo-and-co-founder-of-akeyless/" }, { "k": "收入增速（过去四年）", "v": "560%（公司自报）", "date": "2025-11", "src": "https://www.citybiz.co/article/773616/qa-with-oded-hareven-ceo-and-co-founder-of-akeyless/" } ], "note": "2025 年发布 AI Agent Identity Security：智能体身份提供方、智能体特权访问、AI Insights；官网另有 Agentic Runtime Authority（按意图放行动作）。B 轮时累计 $80M（NGP 稿）。部分聚合站把 B 轮写成 2024-10，实为 2022-11；2024-10 是 Deutsche Bank 战略投资。估值、收入没公开。创立年份 2018 来自 PitchBook/Tracxn，月份未查到。" }, { "name": "Astrix Security", "layer": "a1", "url": "https://astrix.security", "hq": "纽约 / 特拉维夫", "founded": 2021, "desc": "发现和保护 API 密钥、服务账号、OAuth 令牌和 AI agent 等非人类身份", "valuation": { "v": "~$400M", "date": "2026-05", "kind": "收购价（Calcalist 报道，未官方披露）", "src": "https://www.lemondeinformatique.fr/actualites/lire-cisco-croque-la-start-up-en-securite-agentique-astrix-400-m%24-100119.html" }, "total_raised": "累计融资 $85M", "funding": [ { "date": "2024-12", "round": "B 轮", "amount": "$45M", "lead": "Menlo Ventures（Anthropic 的 Anthology Fund）", "src": "https://astrix.security/learn/news/astrix-raises-45m-series-b-to-redefine-identity-security-for-the-ai-era/" }, { "date": "2026-05", "round": "被 Cisco 收购", "amount": "~$400M（报道）", "lead": "Cisco", "post": "", "src": "https://www.lemondeinformatique.fr/actualites/lire-cisco-croque-la-start-up-en-securite-agentique-astrix-400-m%24-100119.html" } ], "key_data": [ { "k": "MCP 服务器用 OAuth 的比例（自家研究）", "v": "8.5%（5,200+ 个开源 MCP 服务器，53% 用静态密钥）", "date": "2025-10", "src": "https://astrix.security/learn/blog/state-of-mcp-server-security-2025" } ], "customers": [], "owner": "被 Cisco 收购，2026-05-04 宣布、2026-06-29 完成，金额未公开（报道约 $400M）", "note": "The Information 早先报 $250M–$350M，Calcalist 报约 $400M，Times of Israel 报 $300M–$400M，均非官方。 4 月 The Information 报道谈判价 $250M–$300M，最终报道约 $400M；收购前一轮估值据 PitchBook 约 $192M" }, { "name": "Bitwarden", "layer": "a1", "url": "https://bitwarden.com/", "hq": "圣巴巴拉", "founded": 2016, "desc": "开源密码管理器，出 MCP server 和 Agent Access SDK，让智能体经人工批准临时取凭证", "total_raised": "累计融资约 $100M（公司口径，仅披露此轮）", "funding": [ { "date": "2022-09", "round": "成长股权", "amount": "$100M", "lead": "PSG、Battery Ventures", "src": "https://bitwarden.com/blog/accelerating-value-for-bitwarden-users-bitwarden-raises-usd100-million/" } ], "key_data": [ { "k": "用户数", "v": "1500 万+", "date": "2026-07", "src": "https://techintelpro.com/news/cybersecurity/identity-and-access-management/bitwarden-surpasses-15-million-users-and-80000-businesses-amid-identity-protection-growth" }, { "k": "企业客户", "v": "8 万+", "date": "2026-07", "src": "https://techintelpro.com/news/cybersecurity/identity-and-access-management/bitwarden-surpasses-15-million-users-and-80000-businesses-amid-identity-protection-growth" }, { "k": "商业订阅新增同比", "v": "+70%（2026 Q2）", "date": "2026-07", "src": "https://techintelpro.com/news/cybersecurity/identity-and-access-management/bitwarden-surpasses-15-million-users-and-80000-businesses-amid-identity-protection-growth" } ], "note": "AI 产品：2025-07 发布本地优先的 MCP server（https://investor.wedbush.com/wedbush/article/bizwire-2025-7-10-bitwarden-brings-agentic-ai-to-secure-credential-management）；2026-03-24 发布开源 Agent Access SDK（早期 alpha，端到端加密、临时取用、每次人工批准，https://www.businesswire.com/news/home/20260324779404/en/Bitwarden-Introduces-Open-Standard-to-Secure-Agent-Credential-Access-with-the-Agent-Access-SDK）。成立年份：公司 2026-07 新闻稿写 2016，部分聚合站写 2015，以公司口径为准。估值、收入没查到公开数字。PSG 那轮的月份（2022-09）来自记忆与公司博客页，页面正文未在本次核到日期，建议复核。" }, { "name": "Clutch Security", "layer": "a1", "url": "https://www.clutch.security", "hq": "以色列", "founded": 2023, "desc": "非人类身份与 AI agent 的零信任安全平台，用身份谱系图管控密钥和服务账号", "total_raised": "累计融资 $28.5M（公司口径）", "funding": [ { "date": "2024-07", "round": "种子轮", "amount": "$8.5M", "lead": "Lightspeed Venture Partners", "src": "https://profiles.crustdata.com/company/clutch-security" }, { "date": "2025-01", "round": "A 轮", "amount": "$20M", "lead": "SignalFire", "src": "https://www.clutch.security/blog/clutch-security-20M-series-a" } ], "key_data": [], "note": "总部只查到「以色列公司」，未确认具体城市；种子轮日期和领投方来自聚合站 Crustdata，A 轮与总额来自公司博客。" }, { "name": "CyberArk", "layer": "a1", "url": "https://www.cyberark.com", "hq": "牛顿（马萨诸塞）/ 佩塔提克瓦", "founded": 1999, "desc": "特权访问管理老牌厂商，现为 Palo Alto 的身份支柱，扩展到机器和 AI agent 身份", "valuation": { "v": "$25B", "date": "2026-02", "kind": "收购价（现金 + 股票）", "src": "https://www.crn.com/news/security/2026/palo-alto-networks-completes-25b-acquisition-of-cyberark-for-identity-security-push" }, "total_raised": "上市公司，已被 Palo Alto Networks 以约 $25B 收购（2026-02 完成）", "funding": [ { "date": "2026-02", "round": "被 Palo Alto Networks 收购", "amount": "~$25B", "lead": "Palo Alto Networks", "post": "", "src": "https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-completes-acquisition-of-cyberark-to-secure-the-ai-era" } ], "key_data": [], "customers": [], "owner": "被 Palo Alto Networks 收购，2026-02-11 完成，约 $25B", "note": "大平台产品线，不是 agent 原生公司；收购理由之一是 agent 的特权身份。收购后仍单独销售。" }, { "name": "Dashlane", "layer": "a1", "url": "https://www.dashlane.com/ai-at-dashlane", "hq": "纽约", "founded": 2009, "desc": "密码管理器，推出 MCP server（审计日志只读）和 Omnix AI Advisor；智能体授权在建设中", "valuation": { "v": "$1.4B", "date": "2026-09", "kind": "聚合站估算（GetLatka），未见一手来源", "src": "https://getlatka.com/companies/dashlane/vs/qualys" }, "revenue": { "v": "$113.4M", "date": "2026-09", "kind": "聚合站估算（GetLatka）", "src": "https://getlatka.com/companies/dashlane/vs/qualys" }, "total_raised": "累计融资约 $190M（聚合站估算，公司未在官方渠道给出总数）", "funding": [ { "date": "2019-05", "round": "D 轮", "amount": "$110M", "lead": "Sequoia 等", "src": "https://parsers.vc/startup/dashlane.com/" } ], "note": "AI 动作：2026-02 MCP server 公测，面向企业客户，让智能体只读查询审计日志（https://www.dashlane.com/blog/feb-2026-whats-new）；2026-03 发布 Omnix AI Advisor，跑在硬件隔离的 Confidential AI Engine 里（https://www.dashlane.com/blog/omnix-ai-advisor）；官网写「正在建设」给智能体按范围授权的基础设施，没有已上线的智能体凭证保管产品。融资、估值、收入只有聚合站，各家数字不一（$189M–$211M），没找到一手出处。" }, { "name": "Doppler", "layer": "a1", "url": "https://www.doppler.com/", "hq": "旧金山", "founded": 2018, "desc": "开发者密钥管理平台，定位为统一管理人、流水线和 AI 智能体的非人身份", "total_raised": "累计融资约 $29M（Altis 聚合站估算）", "funding": [ { "date": "2022-04", "round": "A 轮", "amount": "$20M", "lead": "CRV（Google Ventures、Sequoia、YC 跟投）", "src": "https://www.doppler.com/blog/series-a-announcement" } ], "key_data": [ { "k": "团队数（A 轮时）", "v": "1.5 万+", "date": "2022-04", "src": "https://www.doppler.com/blog/series-a-announcement" } ], "customers": [ "Puma", "Toast", "ezCater", "Hopin" ], "note": "没查到专门的智能体凭证产品发布稿；定位和定价层面把 AI 智能体当非人身份（第三方评测写「所有套餐免费含 AI agents」，https://tooltrim.com/en/tool/doppler/reviews）。估值、近期收入没公开。Altis 聚合站称 47K+ 客户、约 45 人，未见一手出处，仅供参考。" }, { "name": "Entro Security", "layer": "a1", "url": "https://entro.security", "hq": "特拉维夫", "founded": 2022, "founded_month": "2022-09", "desc": "非人类身份与密钥安全，盘点管控 API 密钥和 agent 凭证", "valuation": { "v": "~$200M", "date": "2026-06", "kind": "报道（收购价，Calcalist 报道，未官方公布）", "src": "https://www.securityweek.com/sailpoint-to-acquire-entro-in-reported-200-million-deal/" }, "total_raised": "累计融资 $24M（种子 + A 轮）", "funding": [ { "date": "2023-05", "round": "种子轮", "amount": "$6M", "lead": "StageOne Ventures", "src": "https://profiles.crustdata.com/company/entro" }, { "date": "2024-06", "round": "A 轮", "amount": "$18M", "lead": "Dell Technologies Capital", "src": "https://entro.security/blog/18m-series-a-reflections-ceo/" } ], "key_data": [ { "k": "客户环境中非人类身份与员工之比", "v": "每名员工对应 92 个非人类身份（公司自有客户数据）", "date": "2026-04", "src": "https://entro.security/videos/entro-story-protecting-non-human-identities/" } ], "owner": "被 SailPoint 收购，2026-06-15 宣布、2026-06-29 交割，金额未官方公布（Calcalist 称约 $200M）", "note": "2023-05 种子轮和 2024-06 A 轮的日期取自聚合站 Crustdata；公司博客与 SecurityWeek 确认 A 轮 $18M、总计 $24M。" }, { "name": "GitGuardian", "layer": "a1", "url": "https://www.gitguardian.com", "hq": "巴黎 / 纽约", "founded": 2017, "desc": "密钥泄露检测与非人类身份治理平台，已扩展到 AI agent 凭证安全", "total_raised": "累计融资 $106M（SecurityWeek 口径）", "funding": [ { "date": "2026-02", "round": "C 轮", "amount": "$50M", "lead": "Insight Partners、Quadrille Capital", "src": "https://blog.gitguardian.com/series-c-pr/" } ], "key_data": [ { "k": "保护的开发者数", "v": "115,000+", "date": "2026-02", "src": "https://www.tipranks.com/news/private-companies/gitguardian-secures-50-million-series-c-to-scale-non-human-identity-and-ai-agent-security" }, { "k": "监控的代码仓库", "v": "61 万+", "date": "2026-02", "src": "https://www.tipranks.com/news/private-companies/gitguardian-secures-50-million-series-c-to-scale-non-human-identity-and-ai-agent-security" }, { "k": "2025 年发现并处置的密钥暴露", "v": "35 万次", "date": "2026-02", "src": "https://www.tipranks.com/news/private-companies/gitguardian-secures-50-million-series-c-to-scale-non-human-identity-and-ai-agent-security" }, { "k": "收入来自美国占比", "v": "70%", "date": "2026-01", "src": "https://blog.gitguardian.com/gitguardian-closes-2025-with-strong-enterprise-momentum-protecting-millions-of-developers-worldwide/" } ], "customers": [ "Deutsche Telekom", "BASF" ], "note": "公司只说 2025 年 ARR 创纪录，未给具体数字，所以不写 rev；本轮资金明确投向 AI agent 安全和 NHI 全生命周期治理。" }, { "name": "HashiCorp Vault（IBM）", "layer": "a1", "url": "https://www.hashicorp.com/products/vault", "hq": "旧金山（HashiCorp，现属 IBM）", "desc": "IBM 旗下的密钥管理，Vault 已原生支持 agent 身份", "total_raised": null, "funding": [], "key_data": [ { "k": "agent 能力发布", "v": "2026-06 公开预览原生 agent 支持，Vault Enterprise 2.1（2026-08）正式可用，含 Agent Registry、逐请求访问评估", "date": "2026-08", "src": "https://www.hashicorp.com/id/blog/hashicorp-vault-agentic-iam-is-now-generally-available" }, { "k": "IBM 联合方案", "v": "与 IBM Agent Identity（公开预览）一起接入 NVIDIA OpenShell，给每个 agent 发验证身份", "date": "2026-09", "src": "https://newsroom.ibm.com/blog-building-trust-into-the-next-generation-of-ai-agents" }, { "k": "Vault 2.2", "v": "扩展 AI agent 与非人类身份支持", "date": "2026-10", "src": "https://www.hashicorp.com/zh/blog/vault-enterprise-advances-identity-security-pki-and-crypto-agility" } ], "owner": "HashiCorp 被 IBM 收购，2025-02 交割，企业价值 $64 亿", "product_line_of": "IBM", "note": "大平台产品线，不写独立融资和收入；$64 亿是 HashiCorp 整体收购价，不是 Vault 单品估值。" }, { "name": "Infisical", "layer": "a1", "url": "https://infisical.com/", "hq": "旧金山", "founded": 2022, "desc": "开源密钥管理，Agent Vault / Agent Proxy 让智能体调 API 时从不接触真实密钥", "valuation": { "v": "$600M", "date": "2026-10", "kind": "B 轮估值，公司公告", "src": "https://infisical.com/blog/series-b" }, "total_raised": "累计融资约 $59M（我们加总：A 轮后累计约 $19M + B 轮 $40M）", "funding": [ { "date": "2025-06", "round": "A 轮", "amount": "$16M", "lead": "Elad Gil（YC、Gradient Ventures、Dynamic Fund 参投）", "src": "https://infisical.com/blog/series-a" }, { "date": "2026-10", "round": "B 轮", "amount": "$40M", "lead": "Elad Gil（Y Combinator、Gradient Ventures、Gallery Ventures、Pace Capital、Dynamic Capital 跟投）", "post": "投后 $600M", "src": "https://infisical.com/blog/series-b" } ], "key_data": [ { "k": "A 轮时全球下载量", "v": "4000 万+", "date": "2025-06", "src": "https://www.altis.vc/research/companies/infisical" }, { "k": "GitHub star", "v": "2.5 万", "date": "2026-07", "src": "https://www.altis.vc/research/companies/infisical" } ], "customers": [ "Hugging Face", "LG", "Lucid" ], "note": "2026-04 发布开源 Agent Vault（凭证代理）；2026-07-30 Agent Proxy 正式可用：给智能体假凭证，在网络边界换成真值（https://www.cbinsights.com/company/infiscal 转载 PRNewswire 稿）。A 轮博文自称早已现金流为正。YC W23。成立月份、估值、收入没查到；第三方文章提到约 $1.7M ARR（2024），无一手出处，未采用。 2026-10-26 公司宣布 B 轮 $40M、估值 $600M，Elad Gil 领投；公司称客户 1,300+、开发者 30 万+（第三方转述，未见一手数字页）；收入未披露。" }, { "name": "Keeper Security", "layer": "a1", "url": "https://www.keepersecurity.com/", "hq": "芝加哥", "founded": 2011, "desc": "零知识密码/特权访问平台，KeeperPAM 把智能体当作需管控的非人身份", "revenue": { "v": "$225M", "date": "2026-07", "kind": "ARR，公司自报", "src": "https://itbrief.in/story/keeper-security-hits-usd-225-million-arr-on-ai-identity" }, "total_raised": "累计融资未披露", "funding": [ { "date": "2020-08", "round": "成长股权", "amount": "未披露", "lead": "Insight Partners", "src": "https://www.globalsecuritymag.com/Keeper-Security-Announces-Minority-Growth-Equity-Investment-from-Summit.html" }, { "date": "2023", "round": "少数股权成长投资", "amount": "未披露", "lead": "Summit Partners", "src": "https://www.globalsecuritymag.com/Keeper-Security-Announces-Minority-Growth-Equity-Investment-from-Summit.html" } ], "key_data": [ { "k": "保护的组织数", "v": "9.5 万+", "date": "2026-07", "src": "https://itbrief.in/story/keeper-security-hits-usd-225-million-arr-on-ai-identity" }, { "k": "KeeperPAM 收入同比", "v": "10 倍（2025-02 发布以来）", "date": "2026-07", "src": "https://itbrief.in/story/keeper-security-hits-usd-225-million-arr-on-ai-identity" } ], "note": "2026-07 新闻稿称其为「人、机器和 AI 智能体的身份安全平台」，KeeperPAM 覆盖服务账号、机器身份和 AI 智能体；2026 年把智能体治理扩到 Endpoint Privilege Manager（据 PR Newswire 稿，经 druce.ai 转述，未直接打开原稿）。2025-08 发布 KeeperAI（给特权会话做实时监控，不是给智能体管密钥）。Summit 那轮写 2023（月份未核）；Insight Partners 2020-08 来自 Summit 稿中「上一轮融资在 2020 年 8 月」。成立年份 2011 来自公开常识，本次未单独拿到页面出处。" }, { "name": "Permiso Security", "layer": "a1", "url": "https://permiso.io", "hq": "帕洛阿尔托", "founded": 2020, "desc": "云身份威胁检测与响应，覆盖人、机器和 AI agent 身份，已并入 Okta", "valuation": { "v": "~$200M", "date": "2026-07", "kind": "报道（收购价，TechCrunch 消息源称略低于 $200M、几乎全现金，Okta 未否认）", "src": "https://techcrunch.com/2026/07/30/okta-buys-ai-security-startup-permiso-source-says-for-about-200m/" }, "total_raised": "累计融资约 $29M（TechCrunch 口径）", "funding": [ { "date": "2024-04", "round": "A 轮", "amount": "$18.5M", "lead": "Altimeter Capital", "post": "约 $80M 投后（媒体）", "src": "https://techcrunch.com/2026/07/30/okta-buys-ai-security-startup-permiso-source-says-for-about-200m/" } ], "key_data": [ { "k": "检测信号 / 身份合作伙伴", "v": "2,500+ 条研究型信号，70+ 家身份合作伙伴", "date": "2026-07", "src": "https://www.okta.com/en-sg/newsroom/press-releases/okta-signs-definitive-agreement-to-acquire-permiso-security/" }, { "k": "agent 产品", "v": "SandyClaw：对 agent skill / prompt 做动态沙箱检测，防供应链攻击", "date": "2026-07", "src": "https://www.okta.com/en-sg/newsroom/press-releases/okta-signs-definitive-agreement-to-acquire-permiso-security/" } ], "customers": [ "Autodesk" ], "owner": "被 Okta 收购，2026-07-30 宣布、2026-08-26 交割，金额未官方公布（媒体称略低于 $200M）", "note": "收购金额来自 TechCrunch 匿名消息源，Okta 官方未披露；Okta 新闻稿为官方出处，TechCrunch 为原始报道。" }, { "name": "Silverfort", "layer": "a1", "url": "https://www.silverfort.com", "hq": "特拉维夫 / 波士顿", "founded": 2016, "desc": "身份防护平台，运行时访问控制覆盖人、服务账号和 AI agent", "valuation": { "v": "~$1B", "date": "2024-01", "kind": "报道", "src": "https://www.crn.com/news/security/2024/silverfort-launches-formal-channel-program-to-expand-identity-security-with-partners" }, "revenue": { "v": "~$82M", "date": "2026-09", "kind": "聚合站估算（Latka）", "src": "https://getlatka.com/companies/silverfort.com/competitors" }, "total_raised": "累计融资 ~$222M", "funding": [ { "date": "2024-01", "round": "D 轮", "amount": "$116M", "lead": "Brighton Park Capital", "src": "https://multiples.vc/private-comps/silverfort" } ], "key_data": [ { "k": "员工数", "v": "~600", "date": "2026-04", "src": "https://startuprise.org/cyber-unicorn-silverfort-acquires-ai-startup-fabrix-for-tens-of-millions/" } ], "note": "2026-04 收购 AI 访问决策初创 Fabrix（数千万美元）；Forge 显示 D 轮投后约 $698M，与「约 $1B」报道不一致 收入只有 Latka 一个聚合站口径，可信度低" }, { "name": "Teleport", "layer": "a1", "url": "https://goteleport.com", "hq": "奥克兰（加州）", "founded": 2015, "desc": "基础设施访问平台，用短期证书给工程师、机器和 AI agent 发身份", "valuation": { "v": "$1.1B", "date": "2022-05", "kind": "投后", "src": "https://forgeglobal.com/search-companies/enterprise-software/?sortDirection=asc&sort=forgePrice&s=t+&page=9" }, "revenue": { "v": "~$49M", "date": "2026-08", "kind": "聚合站估算（Latka）", "src": "https://getlatka.com/companies/cradlepoint/vs/goteleport.com" }, "total_raised": "累计融资 ~$178M", "funding": [ { "date": "2022-05", "round": "C 轮", "amount": "$110M", "lead": "Bessemer Venture Partners", "post": "$1.1B", "src": "https://parsers.vc/startup/goteleport.com/" } ], "key_data": [], "customers": [ "NASDAQ", "Snowflake", "DoorDash" ], "note": "已推出 Agentic Identity Framework；与马来西亚物流公司 Teleport 同名，勿混。累计融资口径 $140M–$178M 不等 收入只有 Latka 一个聚合站口径，可信度低" }, { "name": "Token Security", "layer": "a1", "url": "https://www.token.security", "hq": "特拉维夫 / 纽约", "founded": 2023, "desc": "给 AI agent 和机器身份（NHI）做发现、生命周期与权限治理", "total_raised": "累计融资 $27M", "funding": [ { "date": "2025-01", "round": "A 轮", "amount": "$20M", "lead": "Notable Capital", "src": "https://fintech.global/2025/01/29/token-security-raises-20m-to-tackle-enterprise-machine-identity-threats/" } ], "key_data": [], "note": "RSAC 2026 创新沙盒决赛入围；2026 年未查到新融资" }, { "name": "Veza", "layer": "a1", "url": "https://veza.com", "hq": "洛斯加托斯", "founded": 2020, "desc": "身份治理与权限图谱，管人、机器和 AI agent 能访问什么数据", "valuation": { "v": "$1B+", "date": "2025-12", "kind": "收购价（媒体报道，ServiceNow 未官方披露）", "src": "https://www.forbes.com/sites/moorinsights/2025/12/12/servicenow-agrees-to-buy-veza-to-govern-ai-agent-permissions-at-scale/" }, "total_raised": "累计融资 $235M", "funding": [ { "date": "2025-04", "round": "D 轮", "amount": "$108M", "lead": "NEA", "post": "$808M 投后", "src": "https://www.businesswire.com/news/home/20250428090240/en/Veza-Raises-%24108-Million-in-Series-D-at-%24808-Million-Valuation-to-Meet-Global-Demand-for-its-Pioneering-Identity-Security-Platform" }, { "date": "2026-03", "round": "被 ServiceNow 收购", "amount": "$1B+（报道）", "lead": "ServiceNow", "post": "", "src": "https://veza.com/blog/veza-servicenow-the-enterprise-agent-identity-control-plane/" } ], "key_data": [ { "k": "管理的权限数", "v": "200 亿+", "date": "2025-04", "src": "https://www.businesswire.com/news/home/20250428090240/en/Veza-Raises-%24108-Million-in-Series-D-at-%24808-Million-Valuation-to-Meet-Global-Demand-for-its-Pioneering-Identity-Security-Platform" } ], "owner": "被 ServiceNow 收购，2025-12 宣布，报道 $1B+", "note": "并入 ServiceNow AI Control Tower，用于治理 agent 权限 2025-12 宣布、2026-03 完成；D 轮（2025-04）投后据 Forbes 约 $808M" }, { "name": "Anon", "layer": "a2", "url": "https://www.anon.com", "hq": "旧金山", "founded": 2023, "desc": "让 agent 经用户授权登录没有 API 的网站并代为操作", "total_raised": "累计融资 $6.5M（公司口径）", "funding": [ { "date": "2024-04", "round": "种子轮", "amount": "$6.5M", "lead": "Union Square Ventures、Abstract Ventures", "src": "https://techcrunch.com/2024/04/24/anon-is-building-an-automated-authentication-layer-for-the-gen-ai-age/" } ], "key_data": [], "customers": [ "MultiOn", "Personal AI", "Delphi" ], "note": "单轮 $6.5M 过收录线；有聚合站写总融资 $13M，未找到一手来源，不采用；2026 年官网主推 agent 就绪度基准，产品重心可能在转向商家 / agentic commerce。" }, { "name": "Arcade.dev", "layer": "a2", "url": "https://www.arcade.dev", "hq": "旧金山", "founded": 2024, "founded_month": "2024-02", "desc": "agent 的「安全执行层」：替 agent 按用户权限调用 8,000+ 工具，并做授权与审计", "total_raised": "累计融资 $72M+（另有 Cisco 扩展，金额未披露）", "funding": [ { "date": "2025-03", "round": "种子轮", "amount": "$12M", "lead": "Laude Ventures", "src": "https://www.fenwick.com/insights/experience/fenwick-represents-arcade-in-12m-series-seed-funding" }, { "date": "2026-06", "round": "A 轮", "amount": "$60M", "lead": "SYN Ventures（Morgan Stanley、Wipro 战略投）", "src": "https://www.businesswire.com/news/home/20260615229631/en/Arcade-Raises-$60M-to-Become-the-Secure-Action-Layer-Behind-Every-Production-AI-Agent" }, { "date": "2026-09", "round": "A 轮扩展（战略）", "amount": "未披露", "lead": "Cisco Investments", "src": "https://www.arcade.dev/blog/cisco-investments-backs-arcade/" } ], "key_data": [ { "k": "工具调用量增长", "v": "半年 ×25（公司自报，未给绝对值）", "date": "2026-06", "src": "https://www.arcade.dev/blog/arcade-series-a/" }, { "k": "agent 可用工具数", "v": "8,000+", "date": "2026-06", "src": "https://www.finsmes.com/2026/06/arcade-raises-60m-in-series-a-funding.html" }, { "k": "收购", "v": "收购 MCP 注册与托管平台 Smithery", "date": "2026-08", "src": "https://finance.yahoo.com/technology/ai/articles/arcade-acquires-smithery-own-agent-002310806.html" } ], "customers": [], "note": "2026-08-05 收购 MCP 目录 Smithery（金额未披露）。公司自称写了 MCP 授权规范，只见于其新闻稿转述。估值未披露。" }, { "name": "AuthZed", "layer": "a2", "url": "https://authzed.com", "hq": "纽约", "founded": 2020, "desc": "开源权限数据库 SpiceDB（仿 Google Zanzibar），给应用和 AI agent 做细粒度授权", "total_raised": "累计融资 $15.8M（公司口径，A 轮后）", "funding": [ { "date": "2024-06", "round": "A 轮", "amount": "$12M", "src": "https://www.businesswire.com/news/home/20240627642567/en/AuthZed-Raises-$12-Million-to-Accelerate-Permissions-Systems-in-Series-A-Funding", "lead": "General Catalyst（Work-Bench、Y Combinator、Amplify Partners 跟投）" } ], "key_data": [ { "k": "OpenAI 用它管的文档", "v": "370 亿+（ChatGPT 企业连接器）", "date": "2026", "src": "https://www.firstcvc.jp/global/authzed.com" } ], "customers": [ "OpenAI", "Canva", "Workday", "Zoom" ], "note": "小公司；OpenAI 文档数来自第三方整理，原始出处为 AuthZed 案例" }, { "name": "Clerk", "layer": "a2", "url": "https://clerk.com", "hq": "旧金山", "founded": 2019, "desc": "面向开发者的登录与用户管理组件，C 轮后主攻 agent 身份", "total_raised": "累计融资约 $105M", "funding": [ { "date": "2024-01", "round": "B 轮", "amount": "$30M", "lead": "CRV（Stripe 参投）", "src": "https://clerk.com/blog/series-b" }, { "date": "2025-10", "round": "C 轮", "amount": "$50M", "lead": "Menlo Ventures 与 Anthropic 的 Anthology Fund", "src": "https://clerk.com/blog/series-c" } ], "key_data": [ { "k": "管理的用户数", "v": "2 亿+", "date": "2025-10", "src": "https://clerk.com/blog/series-c" }, { "k": "应用数", "v": "1.5 万+", "date": "2025-10", "src": "https://clerk.com/blog/series-c" } ], "customers": [], "note": "估值未披露。累计约 $105M = B 轮后累计 $55.5M + C 轮 $50M（我们加总）。" }, { "name": "Descope", "layer": "a2", "url": "https://www.descope.com", "hq": "洛斯阿尔托斯 / 特拉维夫", "founded": 2022, "founded_month": "2022-04", "desc": "拖拽式搭建登录流程的身份平台，附带 Agentic Identity Hub 管 agent 与 MCP 授权", "valuation": { "v": "~$500M", "date": "2025-09", "kind": "聚合站估算（Caplight）", "src": "https://www.caplight.com/company/descope" }, "total_raised": "累计融资 $88M（仍是「种子」）", "funding": [ { "date": "2023-02", "round": "种子轮", "amount": "$53M", "lead": "Lightspeed、GGV（现 Notable）", "src": "https://en.globes.co.il/en/article-israeli-authentication-platform-descope-raises-53m-1001438495" }, { "date": "2025-09", "round": "种子扩展", "amount": "$35M", "lead": "Notable Capital（老股东）", "src": "https://www.new-techonline.com/2025/10/%D7%97%D7%91%D7%A8%D7%AA-descope-%D7%9E%D7%A8%D7%97%D7%99%D7%91%D7%94-%D7%92%D7%99%D7%95%D7%A1-%D7%90%D7%AA-%D7%92%D7%99%D7%95%D7%A1-%D7%94%D7%A1%D7%99%D7%93-%D7%9C-88-%D7%9E%D7%99%D7%9C%D7%99%D7%95/" } ], "key_data": [], "customers": [], "note": "有一个聚合站（fundbat）写 Descope 2026-06 完成 $120M B 轮、估值 $1.3B，但官方、媒体、PitchBook 都查不到，视为不可信，未收。估值未披露。" }, { "name": "Formal", "layer": "a2", "url": "https://formal.ai", "hq": "旧金山", "founded": 2020, "desc": "数据访问代理，给 agent 访问数据库做最小权限和审计", "total_raised": "累计融资约 $6.8M（种子轮；未查到后续轮次）", "funding": [ { "date": "2024-11", "round": "种子轮", "amount": "$6.8M", "lead": "Thrive Capital", "src": "https://formal.ai/blog/formal-out-of-stealth/" } ], "key_data": [ { "k": "支持协议", "v": "15+ 种线协议（Postgres、MongoDB、Snowflake、SSH、Kubernetes、MCP 等）", "date": "2026", "src": "https://formal.ai/about/" } ], "customers": [ "Gusto", "Notion", "Ramp" ], "note": "单轮 $6.8M 刚过 $500 万的收录线；2026 年定位为 AI 原生 PAM，代理 agent 对数据库的访问。" }, { "name": "Keycard", "layer": "a2", "url": "https://www.keycard.ai", "hq": "旧金山", "founded": 2025, "desc": "给 AI agent 发身份和按任务授权，接入企业现有登录系统并记录 agent 每一步操作", "total_raised": "累计融资 $38M", "funding": [ { "date": "2025-10", "round": "种子 + A 轮（合并宣布出隐身）", "amount": "$38M（种子 $8M：a16z + Boldstart；A 轮 $30M：Acrew）", "lead": "a16z、Acrew Capital、Boldstart", "src": "https://www.keycard.ai/blog/the-federated-trust-fabric-for-the-agent-native-era/" } ], "key_data": [ { "k": "收购", "v": "收购 Anchor.dev，把身份管控扩到编码 agent 运行时", "date": "2026-02", "src": "https://www.keycard.ai/blog/keycard-acquires-anchor-dev/" } ], "customers": [], "note": "已确认是 keycard.ai（CEO Ian Livingstone，agent 身份），不是同名硬件 / 门禁公司。种子与 A 轮拆分来自 SecurityWeek 等媒体，官博只写合计 $38M。估值、收入、用量都没公布；2026 年只有 CRN、CB Insights AI 100、Redpoint InfraRed 100 等榜单消息，无新融资。" }, { "name": "Microsoft Entra Agent ID", "layer": "a2", "url": "https://learn.microsoft.com/en-us/entra/agent-id/whats-new-agent-id", "hq": "雷德蒙德", "founded": 2025, "desc": "给 AI 智能体发一等身份、人类担保人和条件访问，纳入 Entra 零信任体系", "total_raised": "不适用（微软产品线）", "product_line_of": "Microsoft", "public": true, "note": "Microsoft Learn 文档（2026-04-30）写 Entra Agent ID 已正式可用（GA）；新增 Agent ID Administrator / Developer 两个 RBAC 角色，每个智能体身份须有人类 sponsor（后者来自 GitHub 上第三方整理 FSI-AgentGov）。founded 填的是产品首发年份 2025，本次检索没抓到首发公告原页，建议复核。没有单独的收入或客户数。" }, { "name": "Natoma", "layer": "a2", "url": "https://natoma.app", "founded": 2024, "desc": "企业 MCP 网关：在工具调用层做身份、权限和审计，管 agent 能连什么、做什么", "valuation": { "v": "~$110M", "date": "2026-05", "kind": "收购价（Snowflake 10-Q 披露的约定对价，主要为股票）", "src": "https://content-archive.fast-edgar.com/20260529/A922K22CZ22282Z2222G224ZMOBD6A928282/R23.htm" }, "total_raised": null, "funding": [ { "date": "2026-05", "round": "被 Snowflake 收购", "amount": "~$110M", "lead": "Snowflake", "post": "", "src": "https://content-archive.fast-edgar.com/20260529/A922K22CZ22282Z2222G224ZMOBD6A928282/R23.htm" } ], "key_data": [ { "k": "收购宣布", "v": "Snowflake 宣布收购，并入 Cortex Agents", "date": "2026-05", "src": "https://www.snowflake.com/en/blog/snowflake-acquire-natoma-governed-agentic-access/" } ], "customers": [], "owner": "被 Snowflake 收购，2026-05-27 宣布、约 2026-06-03 交割，金额未公开", "note": "10-Q 里的约 $110M / $128.3M 只见于搜索摘要，未在原文定位，未写入。种子轮约 $7M 只见聚合站。官网域名为 natoma.app。总部未核实。 2026-05-24 签约、6 月完成；约 30% 股票对价附带归属条件；中文报道按公允价值记约 $1.28 亿" }, { "name": "NewCore", "layer": "a2", "url": "https://newcore.com", "hq": "特拉维夫 / 旧金山", "founded": 2025, "desc": "给企业用的新一代身份平台，把员工、机器和 AI agent 的身份放在一套系统里管", "valuation": { "v": "$300M", "date": "2026-06", "kind": "投后（TechCrunch、Jerusalem Post 报道）", "src": "https://techcrunch.com/2026/06/15/ai-agents-are-becoming-employees-newcore-emerges-with-66m-to-give-them-identities/" }, "total_raised": "累计融资 $66M", "funding": [ { "date": "2026-06", "round": "种子 + 扩展（合计出隐身）", "amount": "$66M", "lead": "Cyberstarts（Index Ventures、Evolution Equity 跟投）", "post": "$300M 投后", "src": "https://techcrunch.com/2026/06/15/ai-agents-are-becoming-employees-newcore-emerges-with-66m-to-give-them-identities/" } ], "key_data": [ { "k": "员工数", "v": "50+", "date": "2026-06", "src": "https://techcrunch.com/2026/06/15/ai-agents-are-becoming-employees-newcore-emerges-with-66m-to-give-them-identities/" }, { "k": "付费客户 / 设计伙伴", "v": "<10 家客户，10+ 设计伙伴；计划 2026 夏季开始收费", "date": "2026-06", "src": "https://techcrunch.com/2026/06/15/ai-agents-are-becoming-employees-newcore-emerges-with-66m-to-give-them-identities/" } ], "customers": [], "note": "已确认是做 agent 身份的以色列公司（CEO Zohar Alon，Dome9 创始人），与文章一致。$66M 的拆分各家说法不一：Globes 说是 $16M 种子 + $50M A 轮；TNW 说是 $16M pre-seed + 扩展种子；TechCrunch、SecurityWeek 统称种子轮。2026-09 前微软身份业务总裁 Joy Chik 加入董事会。天使含 Wiz CEO、Cyera CEO。" }, { "name": "Oak", "layer": "a2", "url": "https://www.oak.id", "hq": "特拉维夫 / 旧金山", "founded": 2025, "founded_month": "2025-12", "desc": "给人、机器和 AI 智能体的身份做统一治理，对比授权与实际使用，自动收回用不到的权限", "total_raised": "累计融资约 $60M（公司口径）", "funding": [ { "date": "2026-07", "round": "种子轮", "amount": "$60M", "lead": "Accel、Greylock、CRV", "src": "https://www.securityweek.com/oak-emerges-from-stealth-mode-with-60-million-in-funding/" } ], "key_data": [ { "k": "员工", "v": "约 50 人（以色列和旧金山）", "date": "2026-07", "src": "https://en.globes.co.il/en/article-israeli-ai-cybersecurity-co-oak-raises-60m-1001549415" } ], "note": "名字确认：Greylock 的 Introducing Oak 讲的就是这家身份安全公司（Identity Operating System）。Hetz Ventures、AlphaDrive Ventures 参投。创始人 Shai Morag（Ermetic 创始人，2023 年被 Tenable 收购）和 Tal Marom。成立月份（2025-12）来自 Globes。已有企业客户在用，未点名。Biometric Update 称种子轮 2025 年底已完成，公告日为 2026-07。" }, { "name": "Oasis Security", "layer": "a2", "url": "https://www.oasis.security", "hq": "纽约 / 特拉维夫", "founded": 2022, "desc": "管理非人类身份（服务账号、密钥、AI agent）的访问权限，卖给大企业安全团队", "valuation": { "v": "$1B", "date": "2026-09", "kind": "收购价（Cyera 收购，现金为主 + 部分股票）", "src": "https://www.cyera.com/de/press-releases/cyera-completes-acquisition-of-oasis-security" }, "total_raised": "累计融资 $195M", "funding": [ { "date": "2024", "round": "A 轮扩展", "amount": "$35M", "lead": "未明确", "src": "https://cybersecurity-excellence-awards.com/candidates/oasis-security-2025/" }, { "date": "2024-01", "round": "种子 + A 轮（出隐身）", "amount": "$40M（$5M + $35M）", "lead": "Sequoia（Accel、Cyberstarts 跟）", "src": "https://techcrunch.com/2024/01/31/oasis-security-leaves-stealth-with-40m-to-lock-down-the-wild-west-of-non-human-identity-management/" }, { "date": "2026-03", "round": "B 轮", "amount": "$120M", "lead": "Craft Ventures（Cyberstarts、Sequoia、Accel 跟）", "post": "约 $700M（Globes 引市场消息）", "src": "https://en.globes.co.il/en/article-israeli-co-oasis-security-raises-120m-1001538093" } ], "key_data": [ { "k": "新增 ARR 同比", "v": "×5（公司自报）", "date": "2026-03", "src": "https://investor.wedbush.com/wedbush/article/accwirecq-2026-3-19-oasis-security-raises-120m-series-b-to-secure-the-rise-of-enterprise-ai-agents" }, { "k": "客户构成", "v": "多数为财富 500 强，「数十家」财富 500 强客户（公司自报）", "date": "2026-03", "src": "https://investor.wedbush.com/wedbush/article/accwirecq-2026-3-19-oasis-security-raises-120m-series-b-to-secure-the-rise-of-enterprise-ai-agents" } ], "customers": [ "Chipotle", "JLL", "Mercury Financial" ], "owner": "被 Cyera 收购，2026-07-28 宣布意向、2026-09-03 完成，约 $1B", "note": "B 轮 $700M 估值只是 Globes 引「市场消息」，公司没公布。A 轮扩展的具体月份没查到。客户名单来自 2024-01 出隐身时的报道，较旧。收购后作为 Cyera 内独立单元继续运营。 以色列 Globes 引述市场人士称 B 轮估值约 $700M，与现有 $1B 口径不一致；公司未公布估值" }, { "name": "Okta for AI Agents", "layer": "a2", "url": "https://www.okta.com", "hq": "旧金山", "founded": 2009, "desc": "Okta 的产品线：发现、治理企业内的 AI agent 身份；Auth0 for AI Agents 面向开发者", "total_raised": null, "funding": [], "key_data": [ { "k": "新产品占总 bookings", "v": "30%（含 agent 产品，未单列）", "date": "2026-08", "src": "https://qz.com/okta-stock-surged-after-the-identity-security-company-beat-earnings-expectations" }, { "k": "AI 相关成单", "v": "「数十单」，含一单数百万美元医疗客户", "date": "2026-08", "src": "https://qz.com/okta-stock-surged-after-the-identity-security-company-beat-earnings-expectations" } ], "customers": [], "owner": "Okta（NASDAQ: OKTA）产品线；Auth0 于 2021-05 以约 $6.5B 被 Okta 收购", "product_line_of": "Okta", "note": "Okta for AI Agents 2026-04 GA（Q1 财报会），Q2 向所有客户开放；Auth0 for AI Agents 2025-11 GA。管理层此前称 agent 产品对收入「immaterial」。卡片里的收入是 Okta 整体，不能当 agent 业务收入。 卡片上不显示金额：这是母公司整体的数字，不是这条产品线自己的。Okta 全公司单季收入 $805M（FY2027 Q2）。" }, { "name": "Ory（Agent Security）", "layer": "a2", "url": "https://www.ory.com", "hq": "斯科茨代尔（慕尼黑起家）", "founded": 2019, "desc": "开源身份与权限平台，给 agent 发独立身份和动态凭证", "total_raised": "累计融资约 $27.5M（聚合站口径，含 2024-04 一笔 $5M 未披露轮次）", "funding": [ { "date": "2021-12", "round": "A 轮", "amount": "$22.5M", "lead": "Insight Partners", "src": "https://www.isvworld.com/search/news/675574" } ], "key_data": [ { "k": "agent 安全产品", "v": "Ory Agent Security（给每个 agent 独立身份、细粒度授权、审计）；2026-06 发布 Ory Talos（动态可撤销 API 密钥与令牌）", "date": "2026-06", "src": "https://www.ory.com/blog/ory-launches-ory-talos" } ], "customers": [ "Coinbase", "Segment" ], "note": "2024-04 的 $5M 只在聚合站看到；2021 年 A 轮后未查到 2026 年新一轮；2026-07 任命新 CRO 和 CFO。客户来自 A 轮报道。" }, { "name": "Permit.io", "layer": "a2", "url": "https://www.permit.io", "hq": "特拉维夫 / 纽约", "founded": 2020, "desc": "授权即服务：细粒度权限与审批流，并推出 MCP 授权网关管 agent", "total_raised": "累计融资 $14M", "funding": [ { "date": "2024-02", "round": "A 轮", "amount": "$8M", "lead": "Scale Venture Partners", "src": "https://www.businesswire.com/news/home/20240213359627/en/Permit.io-Raises-%248-Million-to-Free-Engineers-to-Write-Code-Not-Policies" } ], "key_data": [], "customers": [ "Tesla", "Schneider Electric" ], "note": "小公司；累计融资来自 CB Insights" }, { "name": "SGNL", "layer": "a2", "url": "https://sgnl.ai", "hq": "帕洛阿尔托", "founded": 2021, "desc": "运行时动态授权：按实时风险给人、机器和 agent 发放或收回权限", "valuation": { "v": "~$740M", "date": "2026-01", "kind": "收购价（CrowdStrike）", "src": "https://www.cnbc.com/2026/01/08/crowdstrike-ai-cybersecurity-sgnl-acquisition.html" }, "total_raised": "收购前累计融资 $42M（公司口径）", "funding": [ { "date": "2025-02", "round": "早期轮", "amount": "$30M", "src": "https://sgnl.ai/2025/02/series-a-release/", "lead": "Brightmind Partners（Costanoa Ventures、M12、Cisco Investments 跟投）" }, { "date": "2026-01", "round": "被 CrowdStrike 收购", "amount": "~$740M", "lead": "CrowdStrike", "post": "", "src": "https://www.cnbc.com/2026/01/08/crowdstrike-ai-cybersecurity-sgnl-acquisition.html" } ], "key_data": [], "owner": "被 CrowdStrike 收购，2026-01 宣布，约 $740M", "note": "CrowdStrike 史上最大单笔收购 现有估值 ~$740M 即 CrowdStrike 收购价" }, { "name": "Stytch", "layer": "a2", "url": "https://stytch.com", "hq": "旧金山", "founded": 2020, "founded_month": "2020-06", "desc": "开发者登录 API，做远程 MCP 授权（Connected Apps）；现为 Twilio 的身份层", "valuation": { "v": "$104.1M", "date": "2025-11", "kind": "收购价（现金，Twilio 10-K）", "src": "https://www.sec.gov/Archives/edgar/data/1447669/000144766926000021/twlo-20251231.htm" }, "total_raised": "累计融资约 $126M（据 Sacra）", "funding": [ { "date": "2021-11", "round": "B 轮", "amount": "$90M", "lead": "Coatue", "post": "$1B", "src": "https://www.businesswire.com/news/home/20211118005294/en/Stytch-Closes-90-Million-in-Series-B-Funding-with-1-Billion-Valuation" }, { "date": "2025-11", "round": "被 Twilio 收购", "amount": "$104.1M", "lead": "Twilio", "post": "", "src": "https://news.futunn.com/hk/notice/306533992/twilio-10-k-fy2025-annual-report" } ], "key_data": [], "customers": [], "owner": "被 Twilio 收购，2025-11-14 交割，$104.1M 现金", "note": "收购价约为 2021 年估值的十分之一，低于累计融资；没有当事人解释原因，不要推断。 现有估值 $104.1M 实为 Twilio 10-K 披露的收购对价，不是融资估值" }, { "name": "WorkOS", "layer": "a2", "url": "https://workos.com", "hq": "旧金山", "founded": 2019, "desc": "给 SaaS 和 AI 公司的企业级登录（SSO / SCIM）与 AuthKit，新增 agent 身份和 MCP 授权", "valuation": { "v": "$2B", "date": "2026-03", "kind": "投后（公司公布）", "src": "https://workos.com/blog/series-c" }, "revenue": { "v": "$30M+", "date": "2025-11", "kind": "ARR，创始人自报", "src": "https://x.com/grinich/status/1991944127911772626" }, "total_raised": "累计融资约 $195M–$198M（聚合站口径：CB Insights / PitchBook）", "funding": [ { "date": "2026-03", "round": "C 轮", "amount": "$100M", "lead": "Meritech、Sapphire", "post": "$2B", "src": "https://workos.com/blog/series-c" } ], "key_data": [ { "k": "接入的企业 SSO / SCIM 环境", "v": "10 万+", "date": "2026-04", "src": "https://x.com/grinich/status/2046628439634194880" }, { "k": "ARR（更早）", "v": "$20M，1,000+ 客户", "date": "2025-05", "src": "https://x.com/grinich/status/1929541260819444157" } ], "customers": [ "OpenAI", "Anthropic", "Cursor", "Perplexity", "xAI", "Vercel" ], "note": "B 轮 $80M（2022-06，Greenoaks）的 $525M 估值只见于聚合站，未收。2026-09 推出 Agent Auth，2026-05 发起 auth.md 协议。" }, { "name": "Yubico", "layer": "a2", "url": "https://www.yubico.com/", "hq": "斯德哥尔摩", "founded": 2007, "desc": "YubiKey 5.8 把硬件密钥从登录扩展到批准付款和 AI 智能体的操作", "valuation": { "v": "SEK 8.04B（约 $0.85B）", "date": "2026-08", "kind": "市值，股价 92 克朗 × 8740 万股，Placera 报道", "src": "https://placera.se/analys/yubico-varderingen-staller-hoga-krav-2026-08-09" }, "revenue": { "v": "SEK 2.1B", "date": "2026-06", "kind": "近 12 个月净销售额（LTM Q2 2026），公司财报", "src": "https://stockanalysis.com/quote/sto/YUBICO/filings/3498521/?_x_output_type_b6db407c4_=embedded_pdf#1#1#1" }, "total_raised": "上市公司（斯德哥尔摩纳斯达克，2023-09 上市），不适用融资轮次", "key_data": [ { "k": "企业客户数", "v": "4,500+", "date": "2026-08", "src": "https://stockanalysis.com/quote/sto/YUBICO/filings/3498521/?_x_output_type_b6db407c4_=embedded_pdf#1#1#1" }, { "k": "订阅 ARR", "v": "SEK 411.8M（同比 +4.4%）", "date": "2026-06", "src": "https://view.news.eu.nasdaq.com/view?id=b32bd1884755913b12b0a23a5cf0f5480&lang=en&src=listed" }, { "k": "2026 Q2 净销售额", "v": "SEK 543.9M（同比 +9.0%）", "date": "2026-06", "src": "https://view.news.eu.nasdaq.com/view?id=b32bd1884755913b12b0a23a5cf0f5480&lang=en&src=listed" } ], "customers": [ "Google", "Amazon", "OpenAI", "IBM" ], "public": true, "karpathy_uses": true, "note": "客户名来自 Placera 分析文章。AI 相关：YubiKey 5.8（2026-07-21 发布）面向付款、签名、AI 智能体审批；与 OpenAI 合作，ChatGPT 用户可在 Advanced Account Security 计划里买定制 YubiKey（https://attachment.news.eu.nasdaq.com/a2ad262c2c6a15161292c8c67df487ebd），Breakit 称 OpenAI 自 9 月起要求其网络安全计划成员用 YubiKey（https://www.breakit.se/artikel/46989）。2025 年销售下滑，2025-12 CEO 换人；2026 Q1 净销售额同比 -23.1%，Q2 回升。成立年份 2007 未在本次检索里找到一手出处，月份没查到。" }, { "name": "Incode", "layer": "a3", "url": "https://incode.com/use-cases/agentic-identity/", "hq": "旧金山", "founded": 2015, "desc": "人脸+证件+活体+深度伪造检测，Agentic Identity 把每个 AI 智能体绑定到已核验真人", "valuation": { "v": "$1.25B", "date": "2021-12", "kind": "B 轮投后估值（律所稿）；2025-11 媒体报道在谈新一轮目标估值 $3B，未见交割", "src": "https://www.gunder.com/print/v2/content/2286/incode-technologies-raises-220m-series-b-financing.pdf?lang=en" }, "revenue": { "v": "$170M", "date": "2025-11", "kind": "ARR，媒体转述（智东西编译外媒），未见公司自报", "src": "https://zhidx.com/p/516327.html" }, "total_raised": "累计融资约 $257M（媒体口径，至 2021 年）", "funding": [ { "date": "2021-03", "round": "A 轮", "amount": "$25M", "lead": "3L Capital、DN Capital", "src": "https://zhidx.com/p/516327.html" }, { "date": "2021-12", "round": "B 轮", "amount": "$220M", "lead": "General Atlantic、SoftBank", "post": "投后 $1.25B", "src": "https://www.gunder.com/print/v2/content/2286/incode-technologies-raises-220m-series-b-financing.pdf?lang=en" } ], "key_data": [ { "k": "服务美国十大银行", "v": "8 家", "date": "2026-10", "src": "https://www.cbinsights.com/research/newsletter-october-15-2026/" }, { "k": "2024 年处理身份验证", "v": "41 亿+次", "date": "2025-11", "src": "https://zhidx.com/p/516327.html" } ], "customers": [ "Experian", "Equifax", "Login.gov（GSA $37.4M 合同）", "Citi", "Nubank" ], "note": "AI 动作：2025 DeepSight（设备端深度伪造检测 SDK）；2025-10-27 Agentic Identity / KYA（把智能体绑定已核验真人、范围授权、行为监控，https://www.businesswire.com/news/home/20251027499877/en/Incode-Launches-Agentic-Identity-to-Verify-and-Secure-AI-Agents-in-the-Era-of-Autonomous-Computing）；2026-10 TrustGraph（反欺诈信号网络）。并购：2024 MetaMap 拉美资产、2025-08 AuthenticID、2026-06 Identiq（并承诺投入 $100M 做隐私基础设施，https://www.incode.com/blog/incode-transforms-the-privacy-landscape/）。CB Insights 2026-10 称其拿到 $37M 融资，但轮次和日期未见一手来源，未写进 funding。A 轮的来源为媒体转述。" }, { "name": "Persona", "layer": "a3", "url": "https://withpersona.com", "hq": "旧金山", "founded": 2018, "desc": "身份核验平台，推出 KYA（Know Your Agent），核验 agent 背后的真人与企业", "valuation": { "v": "$2B", "date": "2025-04", "kind": "投后", "src": "https://www.biometricupdate.com/202504/persona-reaches-2-billion-valuation-with-new-investment-round" }, "revenue": { "v": "$100M+", "date": "2025", "kind": "媒体估算（Forbes 估算 ARR，Inc. 转述）", "src": "https://www.inc.com/georgia-fearn/the-internet-is-starting-to-card-everyone-these-startups-are-making-millions-from-it/91364328" }, "total_raised": "累计融资约 $418M（媒体口径）", "funding": [ { "date": "2025-04", "round": "D 轮", "amount": "$200M", "lead": "Founders Fund、Ribbit Capital", "post": "$2B", "src": "https://withpersona.com/blog/series-d" } ], "key_data": [], "customers": [ "OpenAI", "LinkedIn", "Etsy", "Affirm" ], "note": "主业是 KYC / KYB，agent 身份是新产品线（KYA 页面 2026）" }, { "name": "Proof（x401）", "layer": "a3", "url": "https://www.proof.com", "hq": "波士顿", "founded": 2015, "desc": "原 Notarize，身份验证网络，x401 协议证明 agent 背后的授权人", "valuation": { "v": "$760M", "date": "2021-03", "kind": "聚合站估算（D 轮投后，旧数）", "src": "https://multiples.vc/private-comps/proof" }, "total_raised": "累计融资口径不一：Multiples 约 $229M，CB Insights 约 $299.6M", "funding": [ { "date": "2021-03", "round": "D 轮", "amount": "$130M", "lead": "Canapi Ventures", "post": "$760M 投后（聚合站）", "src": "https://multiples.vc/private-comps/proof" }, { "date": "2025-02", "round": "战略投资", "amount": "金额未披露", "lead": "State Farm Ventures", "src": "https://iireporter.com/proof-secures-strategic-investment-from-state-farm-ventures/" } ], "key_data": [ { "k": "x401 协议", "v": "开放、发行方中立；网站和 API 可要求 agent 出示「谁授权了它」的凭证；2026-06-25 发布，已有 CLI 和演示", "date": "2026-06", "src": "https://www.proof.com/blog/the-identity-infrastructure-for-the-internet" }, { "k": "授权交易额", "v": "2024 年超 $1500 亿", "date": "2025-02", "src": "https://iireporter.com/proof-secures-strategic-investment-from-state-farm-ventures/" } ], "customers": [ "多家美国一线银行（未具名）", "Visa（合作）" ], "note": "公司主业是在线公证与身份验证，agent 身份是 2026 年新增产品线；总融资两个聚合站差距较大；估值是 2021 年旧数。" }, { "name": "World（AgentKit）", "layer": "a3", "url": "https://world.org", "hq": "旧金山", "founded": 2019, "desc": "World ID for Agents，把真人的「人类证明」委托给 agent", "valuation": { "v": "$2.5B", "date": "2026-06", "kind": "报道（投后，媒体转述）", "src": "https://www.benzinga.com/crypto/cryptocurrency/26/06/53084712/sam-altman-affiliated-ai-token-wld-surges-over-100-in-a-month-despite-layoffs" }, "total_raised": "Tools for Humanity 累计融资 $250M+（Crypto Briefing 口径）；另有 $135M 代币出售由 World Assets 完成", "funding": [ { "date": "2023-05", "round": "C 轮", "amount": "$115M", "lead": "Blockchain Capital", "src": "https://www.theblock.co/post/355263/world-raises-135-million-via-wld-token-sale-to-expand-across-the-us" }, { "date": "2025-05", "round": "WLD 代币出售", "amount": "$135M", "lead": "a16z、Bain Capital Crypto 认购", "src": "https://www.theblock.co/post/355263/world-raises-135-million-via-wld-token-sale-to-expand-across-the-us" } ], "key_data": [ { "k": "AgentKit 状态", "v": "2026-03 与 Coinbase 发 beta，2026-06 扩展；2026-10 仍为 beta，并入银行版 World ID 套件", "date": "2026-10", "src": "https://finance.yahoo.com/technology/ai/articles/sam-altmans-world-takes-proof-114040471.html" }, { "k": "World 用户数（2025-05）", "v": "2,600 万+ 用户，1,250 万 Orb 验证", "date": "2025-05", "src": "https://www.theblock.co/post/355263/world-raises-135-million-via-wld-token-sale-to-expand-across-the-us" } ], "note": "发币：World 有原生代币 WLD。Tools for Humanity 有正规股权融资，同时发币；AgentKit 只是其中一条产品线。2026-06 报道公司裁员。估值来自媒体转述，没找到官方说法。" }, { "name": "Apple Private Cloud Compute", "layer": "b1", "url": "https://security.apple.com/blog/pcc-security-research", "hq": "库比蒂诺", "founded": 2024, "desc": "Apple Intelligence 云端推理的隐私架构，请求不留存、可被外部验证", "total_raised": "苹果内部产品，无单独融资", "key_data": [ { "k": "PCC 漏洞赏金实例", "v": "研究员因 CVE-2026-20685（遥测数据可外泄）获 $150,000", "date": "2026-08", "src": "https://www.heise.de/en/news/Attack-on-Apple-s-Private-Cloud-Compute-150-000-for-Security-Researcher-11406257.html" }, { "k": "PCC 扩展到第三方数据中心", "v": "2026-06 起与 Google、NVIDIA 在 Google Cloud 上跑 PCC", "date": "2026-06", "src": "https://security.apple.com/" } ], "product_line_of": "Apple", "public": true, "karpathy_uses": true, "note": "2024 年发布 PCC 并同时把 PCC 纳入 Apple Security Bounty（https://security.apple.com/blog/pcc-security-research）；2025-10 赏金上限最高 $200 万，叠加奖励超 $500 万。Face ID（设备端生物识别）和 FileVault（Mac 磁盘加密）是 Karpathy 清单里的另外两项，都是系统功能，没单独融资和收入数字，也没查到专门针对 AI 智能体的版本；已放进此条一起说明。苹果没有单独披露 PCC 收入或用户数。" }, { "name": "Confer", "layer": "b1", "url": "https://confer.to/", "founded": 2025, "desc": "Signal 联创做的端到端加密 AI 对话：消息本地加密，推理跑在可信执行环境并可远程验证", "total_raised": "累计融资未披露", "note": "2025-12 上线、2026-01 TechCrunch 报道（https://techcrunch.com/2026/01/18/moxie-marlinspike-has-a-privacy-conscious-alternative-to-chatgpt/）；用 WebAuthn passkey 加密，Nvidia 机密计算，开源权重模型；免费档每天 20 条，订阅报道为 $35/月（digitaltoday 转述 TechCrunch，https://www.digitaltoday.co.kr/cn/view/31164/signal-co-founder-unveils-privacy-focused-ai-chatbot-confer）。2026-03-17 Moxie 宣布把 Confer 的隐私技术接入 Meta AI，Confer 仍独立运营（https://confer.to/blog/2026/03/encrypted-meta/，Wired 同日报道）。总部、公司主体、融资、用户数都没查到公开信息。" }, { "name": "DuckDuckGo (Duck.ai)", "layer": "b1", "url": "https://duck.ai/", "hq": "宾州帕奥利", "founded": 2008, "desc": "Duck.ai 匿名转发聊天给第三方模型，去掉 IP 等元数据，承诺不用于训练", "total_raised": "累计融资未披露", "funding": [ { "date": "2011-10", "round": "首轮外部融资", "amount": "未披露", "lead": "Union Square Ventures", "src": "https://marketercoffee.com/glossary/duckduckgo/" } ], "key_data": [ { "k": "Duck.ai 月访问量", "v": "1110 万（2026-02，较 1 月 +300%，Similarweb）", "date": "2026-02", "src": "https://www.zdnet.com/article/duckai-popularity-government-surveillance-privacy-anthropic-openai/" } ], "note": "2025-03 AI 辅助搜索转正式；2026-02 加语音聊天；2026-03 加推理模型，免费用户 GPT-5 mini，订阅者 GPT-5.2（https://9to5mac.com/2026/03/17/duckduckgo-adds-reasoning-models-to-its-privacy-focused-chatbot-hub/）。隐私机制是匿名代发+要求模型商不训练、30 天内删除，不是端到端加密。营收、估值没公开。融资出处是聚合型词条，只当线索。" }, { "name": "Kagi", "layer": "b1", "url": "https://kagi.com/assistant", "hq": "帕洛阿尔托", "founded": 2018, "desc": "付费无广告搜索的 Kagi Assistant：多模型聊天基于 Kagi 搜索，查询保持私密", "total_raised": "累计外部融资约 $0.67M；创始人自出约 $3M（Clubic 访谈）", "funding": [ { "date": "2023", "round": "SAFE 社区融资", "amount": "$670K", "lead": "42 位 Kagi 用户", "src": "https://deshittify.io/products/kagi" } ], "key_data": [ { "k": "付费会员", "v": "75,047", "date": "2026-09", "src": "https://www.banthebots.org/explainers/kagi-review" } ], "note": "Assistant 2025-04 向全部用户开放；Ultimate 档 $25/月含旗舰模型（https://toolsdepth.com/reviews/kagi-review-2026）。创始人称公司已盈利、无投资人（https://www.clubic.com/actualite-601297-je-prefere-un-navigateur-zero-telemetrie-a-un-open-source-monetise-par-la-pub---interview-kagi.html）。成立年份 2018 没拿到本次可打开的一手出处，建议复核。$670K 来源是吐槽聚合站，只作线索。营收、估值没公开。" }, { "name": "OpenSecret (Maple AI)", "layer": "b1", "url": "https://opensecret.cloud/", "founded": 2023, "desc": "用 AWS Nitro 安全飞地跑开源模型的端到端加密 AI 聊天 Maple，另提供加密后端平台", "total_raised": "累计融资未披露", "note": "前身是 Mutiny Wallet（比特币闪电钱包，2024 年关停转型）；Maple AI 2025-01 随 OpenSecret 名字上线（bitcoinproducts.com 评测称由 Maple Privacy Labs 运营）。2025-05 加入 NVIDIA Inception（https://blog.opensecret.cloud/opensecret-joins-nvidia-inception/）。Gate 聚合页显示 2023-04 有一轮 Pre-Seed（Ten31 等），金额显示乱码未能确认，未写入 funding。总部、用户数、收入没查到。技术：数据本地加密，只在飞地内解密，设备端验证远程证明；开源，称正在委托第三方审计（创始人在 Nostr 的说法）。" }, { "name": "Signal", "layer": "b1", "url": "https://signal.org/", "hq": "加州山景城", "founded": 2018, "founded_month": "2018-02", "desc": "不做 AI 智能体；总裁 Whittaker 公开警告智能体要根权限、明文读数据", "revenue": { "v": "$35.75M", "date": "2023", "kind": "年度收入（捐赠为主），Form 990 数据，Grokipedia 转引，聚合站估算", "src": "https://grokipedia.com/page/Signal_Foundation" }, "total_raised": "非营利基金会，靠捐赠和赠款；Acton 起始 $50M，2023 年预估 2025 年运营成本约 $50M/年", "funding": [ { "date": "2018-02", "round": "捐赠（Brian Acton 个人出资）", "amount": "$50M", "lead": "Brian Acton", "src": "https://signal.org/blog/signal-foundation/" } ], "key_data": [ { "k": "年运营成本（预估）", "v": "2025 年约 $50M（基础设施 $14M，人员 $19M）", "date": "2023-11", "src": "https://www.wired.com/story/signal-operating-costs" }, { "k": "用户数", "v": "估计 4,000 万至 7,000 万（Signal 不披露）", "date": "2026-10", "src": "https://www.bbc.com/portuguese/articles/cxvgded1emgzo" } ], "karpathy_uses": true, "note": "前身 Open Whisper Systems 成立于 2013 年；Signal Foundation 2018-02 由 Moxie Marlinspike 和 Brian Acton 创立（fm 依据 Grokipedia 的 2018-02-21，一手出处为 Signal 基金会成立博文）。AI 立场：Meredith Whittaker 2025-03 在 SXSW 说智能体是「把大脑放进罐子」，要有近似根权限、跨数据库明文访问（TechCrunch：https://techcrunch.com/2025/03/07/signal-president-meredith-whittaker-calls-out-agentic-ai-as-having-profound-security-and-privacy-issues/ ）；2026-02、2026-06 继续公开批评。没查到 Signal 推出 AI 产品。收入数字是聚合站转引的 2023 年 Form 990，没找到一手文件。" }, { "name": "Venice.ai", "layer": "b1", "url": "https://venice.ai/", "founded": 2024, "founded_month": "2024-05", "desc": "私密、无审查 AI：对话不存服务器端，本地浏览器存历史，接入 200+ 模型", "valuation": { "v": "$1B", "date": "2026-06", "kind": "A 轮估值，创始人在 X 公布、媒体报道", "src": "https://finance.yahoo.com/technology/ai/articles/venice-ai-valued-1-billion-203840259.html" }, "revenue": { "v": ">$70M", "date": "2026-06", "kind": "年化收入，公司自报，2026 Q1 起盈利", "src": "https://sg.finance.yahoo.com/news/venice-ai-raised-65m-exploit-223300223.html" }, "total_raised": "累计融资约 $65M（股权加 VVV 代币权益混合结构，权证行权后最高约 $131.5M）", "funding": [ { "date": "2026-06", "round": "A 轮（首次外部融资）", "amount": "$65M", "lead": "Dragonfly（Coinbase Ventures、North Island Ventures 参投）", "post": "估值 $1B", "src": "https://finance.yahoo.com/technology/ai/articles/venice-ai-valued-1-billion-203840259.html" } ], "key_data": [ { "k": "注册用户", "v": "400 万+", "date": "2026-08", "src": "https://coinmarketcap.com/community/articles/6a7e281f71e34c4f4fb07572/" }, { "k": "月处理 token", "v": "1.3 万亿", "date": "2026-08", "src": "https://coinmarketcap.com/community/articles/6a7e281f71e34c4f4fb07572/" } ], "note": "联合创始人 Erik Voorhees 和 Jesse Proudman。2024-05 上线。投资方拿到 8.98% 股权、150 万 VVV 及 500 万 VVV 的 8 年期权证（HTX 转述）。总部没查到。用户数口径：融资时 300 万/350 万，随后 400 万，均为公司自报。隐私层级：开源模型零留存，接第三方闭源模型走匿名代理，并非端到端加密。" }, { "name": "Abnormal AI", "layer": "b2", "url": "https://abnormal.ai", "hq": "拉斯维加斯", "founded": 2018, "desc": "用行为 AI 识别 AI 批量生成的钓鱼、商务邮件诈骗和账号盗用", "valuation": { "v": "$5.1B", "date": "2024-08", "kind": "D 轮投后估值，公司自报", "src": "https://www.linkedin.com/posts/abnormalsecurity_cybersecurity-ai-growth-activity-7226559566983950336-49EM" }, "revenue": { "v": "$200M+", "date": "2024-08", "kind": "ARR，公司自报（D 轮公告）", "src": "https://www.linkedin.com/posts/abnormalsecurity_cybersecurity-ai-growth-activity-7226559566983950336-49EM" }, "total_raised": "累计融资约 $546M（CNBC Disruptor 50）", "funding": [ { "date": "2024-08", "round": "D 轮", "amount": "$250M", "lead": "Wellington Management", "post": "投后 $5.1B", "src": "https://www.cnbc.com/2026/05/19/abnormal-ai-cnbc-disruptor-50-ranking.html" } ], "key_data": [ { "k": "客户数", "v": "4,500+，含 25%+ 的 Fortune 500", "date": "2026-07", "src": "https://www.businesswirenews.com/news/home/20260728981733/en/Abnormal-AI-Extends-its-Behavioral-Security-Platform-to-Identity-and-AI-Security" }, { "k": "客户数（D 轮时）", "v": "2,400+，含 17% 的 Fortune 500", "date": "2024-08", "src": "https://www.linkedin.com/posts/abnormalsecurity_cybersecurity-ai-growth-activity-7226559566983950336-49EM" } ], "owner": "2025 年由 Abnormal Security 更名为 Abnormal AI", "note": "2026-03 发布行为基础模型 Attune 1.0，2026-07 加身份威胁防护、AI 治理两款产品。公司对 2024-08 之后的 ARR 没有找到官方公告；只在一条公司招聘贴里看到「FY26 约 $380M ARR、5,000+ 客户」，属非正式出处，没有采用。没有找到 D 轮之后的新融资。" }, { "name": "Hoxhunt", "layer": "b2", "url": "https://hoxhunt.com", "hq": "赫尔辛基", "founded": 2016, "desc": "按每个员工个性化推送钓鱼模拟，已扩到语音和深伪视频演练", "total_raised": "累计融资约 $43M（Crustdata 聚合站）", "funding": [ { "date": "2018-10", "round": "A 轮", "amount": "€2.5M", "lead": "Dawn Capital", "src": "https://en.wikipedia.org/wiki/Hoxhunt" }, { "date": "2022-05", "round": "B 轮", "amount": "$40M", "lead": "Level Equity Management", "src": "https://www.globalsecuritymag.com/Hoxhunt-raises-40M-to-solve-the,20220531,126001.html" } ], "key_data": [ { "k": "产品更新", "v": "自适应钓鱼训练扩到 6 个渠道：邮件、Teams、短信、回拨钓鱼、语音、深伪视频", "date": "2026-09", "src": "https://www.tmcnet.com/usubmit/2026/09/29/10453776.htm" } ], "customers": [ "Uber", "Monster Energy", "Docusign", "LyondellBasell", "Copart", "Airbus", "Nokia", "Kärcher" ], "note": "2025-09 首发深伪钓鱼训练。收入公司没有公开；RocketReach 有 $31.5M 的估算，属聚合站，未采用。2022-05 之后没有查到新融资。新闻稿落款地为明尼阿波利斯（北美办公室）。" }, { "name": "Jericho Security", "layer": "b2", "url": "https://www.jerichosecurity.com", "hq": "纽约", "founded": 2023, "desc": "用生成式 AI 模拟邮件、语音、短信、视频的多渠道钓鱼与深伪攻击来培训员工", "total_raised": "累计融资约 $20M（SecurityWeek）", "funding": [ { "date": "2025-04", "round": "A 轮", "amount": "$15M", "lead": "Era Fund", "src": "https://www.securityweek.com/jericho-security-gets-15-million-for-ai-powered-awareness-training/" } ], "key_data": [ { "k": "政府合同", "v": "美国空军 AFWERX $1.8M 合同，执行 5 个月", "date": "2025-04", "src": "https://venturebeat.com/ai/is-that-really-your-boss-calling-jericho-security-raises-15m-to-stop-deepfake-fraud-thats-cost-businesses-200m-in-2025-alone" } ], "customers": [ "美国空军（AFWERX 合同）" ], "note": "2026-08 马耳他 GO plc 旗下 GO Ventures 投资，金额未披露（GO Portal 报道）。估值、收入、客户名单没有公开。" }, { "name": "Material Security", "layer": "b2", "url": "https://material.security", "hq": "红木城（部分资料写旧金山）", "founded": 2017, "desc": "把 Google Workspace / M365 邮箱里的敏感内容锁起来，并清理恶意第三方应用和 AI 智能体授权", "valuation": { "v": "$1.1B", "date": "2022-05", "kind": "C 轮投后估值，公司公告", "src": "https://www.businesswire.com/news/home/20220511005584/en/Material-Security-Reaches-%241.1-Billion-Valuation-for-Zero-Trust-Security-on-Microsoft-and-Google-Email" }, "total_raised": "累计融资约 $162M（外部融资，CareersInfoSecurity 引公司说法）", "funding": [ { "date": "2020-06", "round": "A 轮", "amount": "$22M", "lead": "Andreessen Horowitz", "src": "https://www.careersinfosecurity.asia/material-security-raises-100m-to-protect-sensitive-content-a-19064" }, { "date": "2021-05", "round": "B 轮", "amount": "$40M", "lead": "Elad Gil", "src": "https://www.marketscreener.com/news/latest/Material-Security-Raises-40-Million-Series-B-To-Protect-the-World-s-Email-From-the-Next-SolarWi-33356641/" }, { "date": "2022-05", "round": "C 轮", "amount": "$100M", "lead": "Founders Fund", "post": "投后 $1.1B", "src": "https://www.businesswire.com/news/home/20220511005584/en/Material-Security-Reaches-%241.1-Billion-Valuation-for-Zero-Trust-Security-on-Microsoft-and-Google-Email" } ], "customers": [ "Chubb", "Compass", "Roblox", "Brex", "Lyft", "Mars", "Databricks", "DoorDash" ], "note": "客户名单来自 2022-05 的 C 轮公告。收入没有公开。2022 年之后没有查到新一轮融资或新估值。AI 方向：近期产品页提到撤销风险第三方应用与 AI 智能体连接，没有找到针对 AI 钓鱼的单独产品发布。" }, { "name": "Proton (Proton Mail / Lumo)", "layer": "b2", "url": "https://proton.me/blog/lumo-2", "hq": "日内瓦", "founded": 2014, "desc": "推出零访问加密的私有 AI 助手 Lumo，对话不记录不训练", "total_raised": "公开融资：2014 年众筹约 $55 万 + 2015-03 融资 $2M（CRV、FONGIT）；此后主要靠订阅收入，2024-06 起大股东为非营利 Proton Foundation", "funding": [ { "date": "2014", "round": "众筹", "amount": "$50 万+（1 万人出资）", "src": "https://proton.me/th/blog/proton-non-profit-foundation" }, { "date": "2015-03", "round": "种子融资", "amount": "$2M", "lead": "Charles River Ventures、FONGIT", "src": "https://proton.me/tr/blog/protonmail-has-raised-2m-usd-to-protect-online-privacy" } ], "key_data": [ { "k": "Lumo 累计使用人数", "v": "超过 1,000 万", "date": "2026-06", "src": "https://proton.me/blog/lumo-2" }, { "k": "Proton 账号数", "v": "超过 1 亿", "date": "2024-02", "src": "https://proton.me/it/blog/sustaining-mission-over-time" } ], "karpathy_uses": true, "note": "Lumo 2025-07-23 发布；2026-06-30 发布 Lumo 2.0（Lite/Max 两个模型，加入生图、联网搜索、记忆；Gigazine 报道 Max 在 Artificial Analysis 指数上 51 分，高于 Claude Sonnet 4.6 的 44）。2025-10-30 推出 Lumo for Business。公司没有公开收入：聚合站估算相互矛盾（Latka 约 $64M，另一些写 $500M+），均不采用。2014 年创立人为 Andy Yen、Jason Stockman、Wei Sun。没查到 Proton 针对智能体权限管理的专门产品。" }, { "name": "Sublime Security", "layer": "b2", "url": "https://sublime.security", "hq": "华盛顿特区", "founded": 2019, "desc": "用 AI 智能体自动分诊钓鱼邮件，并为每家客户现写检测规则", "valuation": { "v": "约 $926M", "date": "2025-10", "kind": "C 轮投后估值，聚合站估算（Sacra 经 Multiples 转载；Forge 列 $923M）", "src": "https://multiples.vc/private-comps/sublime-security" }, "total_raised": "累计融资约 $240M（Crunchbase News）", "funding": [ { "date": "2023-02", "round": "种子轮", "amount": "$9.8M", "src": "https://techcrunch.com/2023/02/21/sublime-nabs-9-8m-for-an-anti-phishing-email-security-platform-built-on-collective-crowdsourced-rules/", "lead": "Decibel Partners（Slow Ventures 跟投）" }, { "date": "2024-04", "round": "A 轮", "amount": "$20M", "lead": "Index Ventures", "src": "https://multiples.vc/private-comps/sublime-security" }, { "date": "2024-12", "round": "B 轮", "amount": "$60M", "lead": "IVP", "src": "https://multiples.vc/private-comps/sublime-security" }, { "date": "2025-10", "round": "C 轮", "amount": "$150M", "lead": "Georgian", "post": "投后约 $926M（聚合站估算）", "src": "https://news.crunchbase.com/venture/biggest-funding-rounds-ai-fintech-ecommerce-mercor-savvymoney/" } ], "customers": [ "Spotify", "Snowflake", "Zscaler", "Anduril", "SentinelOne", "Elastic", "Compass", "British Gas" ], "note": "客户名单来自 C 轮资料转载。收入、ARR 没有公开数字。估值公司未官宣，只有聚合站数字。" }, { "name": "Adaptive Security", "layer": "b3", "url": "https://www.adaptivesecurity.com", "hq": "纽约", "founded": 2024, "desc": "用 AI 模拟深伪语音、视频和钓鱼攻击来训练员工", "total_raised": "累计融资约 $146.5M（SecurityWeek）", "funding": [ { "date": "2025-04", "round": "A 轮", "amount": "$43M", "lead": "OpenAI Startup Fund、Andreessen Horowitz", "src": "https://primeworldmedia.com/stories/adaptive-security-startup-story-deepfake-cybersecurity" }, { "date": "2025-12", "round": "B 轮", "amount": "$81M", "lead": "Bain Capital Ventures", "src": "https://www.securityweek.com/adaptive-security-raises-81-million-in-series-b-funding/" } ], "key_data": [ { "k": "企业客户数", "v": "500+（公开上线不到一年）", "date": "2025-12", "src": "https://www.adaptivesecurity.com/blog/adaptive-raises-series-b" } ], "customers": [ "PayPal", "Bose", "NHL", "Xerox", "Figma", "Ramp", "Vimeo", "Perplexity" ], "note": "OpenAI Startup Fund 是 A 轮领投方之一，也跟投了 B 轮。深伪培训：平台生成覆盖邮件、短信、语音深伪的多渠道模拟攻击（SiliconANGLE 2025-12 报道）。一篇非一手文章称 2025-09 A 轮追加至 $55M，没有找到官方公告，未采用。估值、收入没有公开。成立月份没有查到，2025-01 为公开发布。" }, { "name": "Clarity", "layer": "b3", "url": "https://www.getclarity.ai", "hq": "特拉维夫", "founded": 2022, "desc": "检测 AI 篡改的视频、图像、音频，并验证通话另一端是真人", "total_raised": "累计融资约 $16M（种子轮）", "funding": [ { "date": "2024-02", "round": "种子轮", "amount": "$16M", "lead": "Walden Catalyst Ventures、Bessemer Venture Partners", "src": "https://www.timesofisrael.com/israeli-deepfake-detection-startup-raises-first-16-million-in-seed-funding/" } ], "key_data": [ { "k": "收购价格（媒体）", "v": "约 $45–50M", "date": "2026-08", "src": "https://thenextweb.com/news/deel-acquires-clarity-deepfake-detection" } ], "customers": [ "Deel（收购方，此前已内部使用）" ], "owner": "2026-08 被 Deel 收购（媒体报道约 $45–50M，现金加股权；双方未官宣金额）", "note": "Deel 是 2026-08-03 宣布收购，称此前已在内部使用 Clarity 产品，用于招聘前身份核验和入职后访问管理。Clarity 的约 15 名员工并入 Deel；已不再作为独立公司运营。以色列媒体对价格有 $40–50M 的不同说法。创始人 CEO Michael Matias；联合创始人名单各家报道不一致，未列。" }, { "name": "Doppel", "layer": "b3", "url": "https://www.doppel.com", "hq": "旧金山", "founded": 2022, "desc": "监测冒充品牌和高管的假域名、假账号与深伪，并自动下架", "valuation": { "v": "$600M+", "date": "2025-11", "kind": "C 轮投后估值，公司自报", "src": "https://www.securityweek.com/doppel-raises-70-million-at-600-million-valuation/" }, "total_raised": "累计融资约 $124M（SecurityWeek）", "funding": [ { "date": "2025-05", "round": "B 轮", "amount": "$35M", "lead": "Bessemer Venture Partners", "post": "投后 $205M", "src": "https://www.doppel.com/company/press-releases/doppel-raises-35-million-series-b" }, { "date": "2025-11", "round": "C 轮", "amount": "$70M", "lead": "Bessemer Venture Partners", "post": "投后超 $600M", "src": "https://www.securityweek.com/doppel-raises-70-million-at-600-million-valuation/" } ], "key_data": [ { "k": "企业客户数", "v": "250+，ARR 同比 3 倍", "date": "2026-06", "src": "https://www.tipranks.com/news/private-companies/doppel-accelerates-global-expansion-with-japan-entry-new-products-and-executive-hires" }, { "k": "B 轮后增长", "v": "企业客户增长 400%，ARR 增至 3 倍（2024-01 A 轮以来）", "date": "2025-05", "src": "https://regtechanalyst.com/ai-cybersecurity-firm-doppel-raises-35m-series-b-to-fight-social-engineering-threats/" } ], "note": "早期做 NFT / 加密货币假冒监测，2022 年底扩展到通用品牌冒充。2026-06 数据来自 TipRanks 转述公司消息，是聚合站出处。绝对收入数字没有公开。2025-11 之后没有查到新融资。" }, { "name": "GetReal Security", "layer": "b3", "url": "https://www.getrealsecurity.com", "hq": "奥斯汀", "founded": 2022, "founded_month": "2022-11", "desc": "Hany Farid 联合创办，检测深伪与冒充，并在通话中持续验证身份", "total_raised": "累计融资约 $17.5M（A 轮；种子轮金额未披露）", "funding": [ { "date": "2025-03", "round": "A 轮", "amount": "$17.5M", "lead": "Forgepoint Capital", "src": "https://www.getrealsecurity.com/resources/getreal-security-raises-17-5m-series-a-led-by-forgepoint-capital-to-address-rapidly-growing-threats-associated-with-generative-ai-and-malicious-digital-media" } ], "key_data": [ { "k": "产品", "v": "GetReal Protect 持续身份验证正式上市", "date": "2026-05", "src": "https://pulse2.com/getreal-security-trust-and-authenticity-platform-launches-with-continuous-identity-verification-and-deepfake-detection/amp/" } ], "note": "A 轮战略投资方含 In-Q-Tel、Cisco Investments、Capital One Ventures。CEO Matthew Moynahan，联合创始人兼首席科学家 Hany Farid。成立年份 2022 来自 Tracxn / PitchBook；公司 2024 年才公开亮相。估值、收入、客户名单没有查到。" }, { "name": "imper.ai", "layer": "b3", "url": "https://imper.ai", "hq": "纽约", "founded": 2024, "desc": "不分析声音画面，而用设备、网络信号实时判断视频会议和工单里的对方是不是冒充者", "total_raised": "累计融资约 $28M（公司口径）", "funding": [ { "date": "2025-12", "round": "首轮（出隐身）", "amount": "$28M", "lead": "Redpoint Ventures、Battery Ventures", "src": "https://imper.ai/press/imper-ai-launches-with-28-million-in-funding/" } ], "note": "创始团队来自以色列 8200 部队和 Mobileye（ID Tech 报道）；CEO Noam Awadish。跟投方：Maple VC、Vessy VC、Cerca Partners。估值、收入、客户名单没有公开。" }, { "name": "Netarx", "layer": "b3", "url": "https://www.netarx.com", "hq": "底特律", "founded": 2023, "desc": "在通话中给语音、视频、邮件打红黄绿灯，实时提示对方是否为深伪", "total_raised": "累计融资未披露（多个聚合站写「未融资」；2026-01 创始人称正在募 A 轮）", "key_data": [ { "k": "团队规模", "v": "约 15 人", "date": "2026-08", "src": "https://profiles.crustdata.com/company/netarx" } ], "note": "资料很少：没有找到融资公告、估值、收入、客户名单。创始人 Sandy Kronenberg 称 2023 年夏天开始构思，产品名 Flurp。Crustdata 显示团队约 15 人。Tracxn 上写着被 Logicalis 收购，那条记录属于另一家同名老公司（2011 年），未采用。" }, { "name": "Pindrop", "layer": "b3", "url": "https://www.pindrop.com", "hq": "亚特兰大", "founded": 2011, "desc": "识别电话里的 AI 克隆声音，推出 Pulse 深伪语音检测", "valuation": { "v": "约 $925M", "date": "2026-01", "kind": "媒体转述的估值，无一手出处", "src": "https://varindia.com/news/pindrop-crosses-100m-arr-as-ai-deepfake-fraud-surges" }, "revenue": { "v": "$100M+", "date": "2025-04", "kind": "ARR，公司自报（Forbes 报道）；2026-04 CEO 称「远超 $100M」", "src": "https://www.forbes.com/sites/stephenpastis/2025/04/24/this-fraud-detection-startup-made-100-million-protecting-against-deepfake-calls/" }, "total_raised": "股权融资累计约 $235M（VARINDIA 转述）；另有 $100M 债务", "funding": [ { "date": "2018-12", "round": "D 轮", "amount": "$90M", "lead": "Vitruvian Partners", "src": "https://profiles.crustdata.com/company/pindrop-631639" }, { "date": "2024-07", "round": "债务融资", "amount": "$100M", "lead": "Hercules Capital", "src": "https://www.bankingnewsai.com/vendors/pindrop" } ], "key_data": [ { "k": "银行客户", "v": "十大银行中的 8 家", "date": "2025-04", "src": "https://www.forbes.com/sites/stephenpastis/2025/04/24/this-fraud-detection-startup-made-100-million-protecting-against-deepfake-calls/" }, { "k": "现金流", "v": "2025 年起现金流为正", "date": "2026-04", "src": "https://ionanalytics.com/insights/mergermarket/pindrop-could-step-up-acquisitions-in-agentic-security-as-its-deepfake-detection-takes-off-ceo/" } ], "note": "老牌公司（2011 年成立）的 AI 新产品：2024-02 推出 Pulse。Mergermarket 报道 CEO 称可能做收购、IPO 约需 $400M ARR。估值数字只有媒体转述，公司没有公布。" }, { "name": "Reality Defender", "layer": "b3", "url": "https://www.realitydefender.com", "hq": "纽约", "founded": 2021, "desc": "检测实时语音、视频和图片里的深伪，面向银行和政府", "total_raised": "A 轮合计 $33M；聚合站口径累计 $40–49M，彼此不一致", "funding": [ { "date": "2024-10", "round": "A 轮（扩展至 $33M）", "amount": "$33M", "lead": "Illuminate Financial", "src": "https://www.dcvc.com/press-releases/reality-defender-expands-series-a-to-33-million-to-enhance-ai-detection-capabilities/" }, { "date": "2026-09", "round": "战略投资", "amount": "未披露", "lead": "KPMG（少数股权）", "src": "https://www.biometricupdate.com/202609/kpmg-investment-in-reality-defender-backs-hiring-spree-to-fight-deepfakes" } ], "key_data": [ { "k": "团队规模", "v": "约 90 人（Crustdata 聚合站）", "date": "2026-09", "src": "https://profiles.crustdata.com/company/reality-defender" } ], "note": "A 轮跟投方含 Jefferies 家办、IBM Ventures、DCVC、Booz Allen Ventures、Accenture（Washington Technology 报道）。2025 Gartner 把它列为深伪检测市场领导者（YC 公司页转述）。收入、估值、客户名单没有公开。成立年份取 Washington Technology 的 2021。" }, { "name": "Resemble AI", "layer": "b3", "url": "https://www.resemble.ai", "hq": "旧金山 / 多伦多", "founded": 2019, "desc": "本是 AI 语音克隆公司，现主推实时多模态深伪检测 Resemble Detect", "total_raised": "累计融资约 $25M（公司口径）", "funding": [ { "date": "2023-07", "round": "种子轮", "amount": "$8M", "lead": "Javelin Venture Partners", "src": "https://seedtable.com/companies/resemble-ai/funding-rounds" }, { "date": "2025-12", "round": "战略轮", "amount": "$13M", "lead": "未指定领投（Google AI Futures Fund、Okta Ventures 等）", "src": "https://www.resemble.ai/resources/resemble-ai-secures-13m-to-combat-rising-ai-generated-threats" } ], "note": "2026-03 沙特阿美旗下 Wa'ed Ventures 追加战略投资，金额未披露（Arab News）。深伪检测只是业务的一部分，另有语音生成产品。估值、收入没有公开。" }, { "name": "Brave", "layer": "c1", "url": "https://brave.com/", "hq": "旧金山", "founded": 2015, "desc": "浏览器内置 AI 助手 Leo，并公开研究 AI 浏览器的提示注入漏洞", "revenue": { "v": "$100M+", "date": "2025-03", "kind": "年化收入，公司首席商务官 Brian Brown 自报（Techmeme 转引）", "src": "https://forums.ncwf.io/post.php?p=gSi8Kd96Ww" }, "total_raised": "累计融资约 $42M（Crustdata 聚合站估算，含 ICO；公司未公布总额）", "funding": [ { "date": "2016-08", "round": "种子轮", "amount": "$4.5M", "lead": "Founders Fund", "src": "https://profiles.crustdata.com/company/brave-software" }, { "date": "2017-06", "round": "代币发行（BAT）", "amount": "$35M", "src": "https://www.coindesk.com/markets/2017/05/31/35-million-in-30-seconds-token-sale-for-internet-browser-brave-sells-out" } ], "key_data": [ { "k": "月活用户", "v": "1 亿+（2024 年底 7,700 万）", "date": "2025-09", "src": "https://forums.ncwf.io/post.php?p=gSi8Kd96Ww" }, { "k": "Brave Search API 注册 OpenClaw 用户", "v": "近 70 万", "date": "2026-04", "src": "https://brave.com/category/brave-search-news/?mtm_campaign=podcast-e121" } ], "karpathy_uses": true, "note": "AI 动作：2025-08 披露 Perplexity Comet 的间接提示注入漏洞（https://brave.com/blog/comet-prompt-injection/ ）并发出系列研究，2026-06 又发文称提示注入是 AI 智能体的根本难题；2025-12 开放 AI 浏览（智能体）早期测试；2026-02 推出 LLM Context API，为 AI 提供搜索数据，称唯一零数据保留的搜索 API。融资数字全部来自聚合站 Crustdata，没找到一手公告；收入和月活也是通过 Techmeme / LinkedIn 转引公司高管说法，没找到原始报道（已知来源为 2025-11 报道）。stockanalysis 另写估值约 $980M，属聚合站估算，没采用。" }, { "name": "Island", "layer": "c1", "url": "https://www.island.io/", "hq": "达拉斯", "founded": 2020, "desc": "企业浏览器，把员工与 AI 智能体的网页操作纳入统一管控与审计", "valuation": { "v": "$6.4B", "date": "2026-09", "kind": "F 轮投后估值，公司公布", "src": "https://thenextweb.com/news/island-series-f-400m-6-4bn-valuation-ai-agents" }, "revenue": { "v": "约 $200M", "date": "2026-09", "kind": "ARR，Calcalist 报道（公司只说每个财年翻倍，未给数字）", "src": "https://thenextweb.com/news/island-series-f-400m-6-4bn-valuation-ai-agents" }, "total_raised": "累计融资超 $900M（媒体报道）", "funding": [ { "date": "2025-03", "round": "E 轮", "amount": "$250M", "lead": "Coatue", "post": "投后 $4.8B", "src": "https://www.island.io/press/island-secures-250-million-as-valuation-continues-to-soar-to-nearly-5-billion" }, { "date": "2026-09", "round": "F 轮", "amount": "$400M", "lead": "Evolution Equity Partners", "post": "投后 $6.4B", "src": "https://thenextweb.com/news/island-series-f-400m-6-4bn-valuation-ai-agents" } ], "key_data": [ { "k": "员工数", "v": "1,000", "date": "2026-09", "src": "https://thenextweb.com/news/island-series-f-400m-6-4bn-valuation-ai-agents" }, { "k": "ARR 增速", "v": "2022 年发布以来每财年翻倍（公司自述）", "date": "2026-09", "src": "https://regtechanalyst.com/evolution-equity-leads-400m-series-f-in-island/" } ], "note": "2025-03 新闻稿写 2020 年成立；2022-02 出隐身。客户名单本次没查到一手点名。" }, { "name": "LayerX Security", "layer": "c1", "url": "https://layerxsecurity.com/", "hq": "纽约 / 特拉维夫", "founded": 2021, "desc": "浏览器扩展形态的 AI 使用管控：发现影子 AI、拦截往 ChatGPT 等贴数据，支持 Atlas、Comet", "valuation": { "v": "$62M", "date": "2025-04", "kind": "A 轮延期估值，PitchBook 经 Globes 转述", "src": "https://en.globes.co.il/en/article-akamai-buys-israeli-browser-security-co-layerx-1001542983" }, "revenue": { "v": "约 $10M", "date": "2026-12", "kind": "Akamai 预计 2026 年底 ARR（买方预测，非实测）", "src": "https://www.nasdaq.com/articles/akamai-technologies-acquire-layerx-expand-zero-trust-ai-security-capabilities" }, "total_raised": "累计融资约 $45M（Globes 报道）", "funding": [ { "date": "2024-05", "round": "A 轮", "amount": "$26M", "lead": "Glilot+", "src": "https://www.helpnetsecurity.com/tag/layerx/" }, { "date": "2025-04", "round": "A 轮延期", "amount": "$11M", "lead": "Jump Capital", "src": "https://www.akamai.com/blog/security/scaling-a-smarter-safer-browser-future" } ], "key_data": [ { "k": "员工数", "v": "约 103", "date": "2026-05", "src": "https://www.linkedin.com/posts/nikolozk_akamai-bought-layerx-for-205m-layerx-raised-share-7461423824480190464-V1ws" } ], "owner": "2026-05 Akamai 宣布收购，约 $205M 现金；2026-07-02 完成交割", "note": "founded 年份 2021 来自 Parsers VC 聚合页，官网 About 未核；Globes 称累计融资 $45M，聚合站另有 $71M 说法未采用。$62M 估值是 A 轮延期时 PitchBook 的数字，买价 $205M 远高于它。" }, { "name": "Palo Alto Networks Prisma Browser", "layer": "c1", "url": "https://www.paloaltonetworks.com/sase/prisma-browser", "hq": "圣克拉拉", "founded": 2023, "desc": "原 Talon 的企业浏览器，并入 Prisma SASE，带 GenAI 数据防泄露控制", "valuation": { "v": "$625M", "date": "2023-12", "kind": "收购价，TechCrunch 报道经 Verdict 转述", "src": "https://www.verdict.co.uk/palo-alto-concludes-talon-acquisition/" }, "owner": "前身 Talon Cyber Security（2021 年成立，以色列）于 2023-11 被 Palo Alto Networks 宣布收购，2023-12-28 完成，约 $625M（TechCrunch 报道，公司未披露）；产品先名 Prisma Access Browser，现名 Prisma Browser", "product_line_of": "Palo Alto Networks", "public": true, "note": "founded 填的是产品并入 PANW 的年份。Talon 2022-08 A 轮 $100M（Evolution Equity 领投，聚合站 Multiples 写估值 $350M，未找到一手）。Prisma Browser 单独的收入、客户数没公开。PANW 同时还买了 Protect AI（约 $650–700M 报道）等 AI 安全公司，属其它分组。" }, { "name": "Push Security", "layer": "c1", "url": "https://pushsecurity.com/", "hq": "波士顿（团队源自英国）", "founded": 2020, "desc": "浏览器扩展：拦截钓鱼和会话劫持，并管控员工使用 AI 工具与智能体", "total_raised": "累计融资约 $49M（聚合站汇总；B 轮 $30M 有一手来源）", "funding": [ { "date": "2022-07", "round": "种子轮", "amount": "$4M", "lead": "Decibel", "src": "https://profiles.crustdata.com/company/push-security" }, { "date": "2023-03", "round": "A 轮", "amount": "$15M", "lead": "GV", "src": "https://profiles.crustdata.com/company/push-security" }, { "date": "2025-04", "round": "B 轮", "amount": "$30M", "lead": "Redpoint Ventures", "src": "https://www.securityweek.com/push-security-raises-30-million-in-series-b-funding/" } ], "key_data": [ { "k": "员工数", "v": "99（同比 +34%）", "date": "2026-09", "src": "https://profiles.crustdata.com/company/push-security" } ], "note": "成立年份有冲突：CB Insights / Parsers 写 2020，Push 自己的 AI 说明页写 Founded 2022（可能指种子轮）。仍为独立公司，官网称 LayerX、Seraphic、SquareX 均已被收购。估值、收入、客户均没公开。" }, { "name": "Seraphic Security", "layer": "c1", "url": "https://seraphicsecurity.com/", "hq": "旧金山湾区 / 以色列", "founded": 2020, "desc": "浏览器运行时安全：给任意浏览器（含智能体浏览器）加会话内防护和 Web DLP", "total_raised": "累计融资约 $37M（媒体报道）", "funding": [ { "date": "2025-01", "round": "A 轮", "amount": "$29M", "lead": "GreatPoint Ventures", "src": "https://www.careersinfosecurity.asia/seraphic-acquisition-arms-crowdstrike-for-ai-browser-threats-a-30520" } ], "key_data": [ { "k": "员工数", "v": "84", "date": "2026-01", "src": "https://www.careersinfosecurity.asia/seraphic-acquisition-arms-crowdstrike-for-ai-browser-threats-a-30520" } ], "owner": "2026-01-13 CrowdStrike 宣布收购，约 $420M（媒体报道，公司未披露）；预计 2026 年 4 月底前交割，交割确认未查到", "note": "已被收购（回答任务问题：是）。CrowdStrike 新闻稿：https://crowdstrike.gcs-web.com/news-releases/news-release-details/crowdstrike-acquire-seraphic-turning-any-browser-secure 。收入、客户没公开。" }, { "name": "Aim Security", "layer": "c2", "url": "https://www.aim.security/", "hq": "特拉维夫", "founded": 2022, "desc": "企业使用 GenAI 的可见性与管控平台，现为 Cato SASE 平台的 AI 安全模块", "total_raised": "累计融资约 $28M（两轮）", "funding": [ { "date": "2024-06", "round": "A 轮", "amount": "$18M", "lead": "Canaan Partners", "src": "https://www.careersinfosecurity.asia/cato-networks-acquires-aim-security-for-ai-threat-protection-a-29350" } ], "key_data": [ { "k": "员工数", "v": "40", "date": "2025-09", "src": "https://gnet.globes.co.il/en/article-cato-networks-buys-israeli-genai-co-aim-security-1001520614" } ], "owner": "2025-09-03 被 Cato Networks 收购（Cato 首次收购），金额未披露，媒体报道约 $350M（PitchBook 估计 $375M）", "note": "回答任务问题：是，已被 Cato Networks 收购。A 轮领投方以 YL Ventures 为准的写法来自 SiliconANGLE 列出的投资方，未核领投。收入、客户没公开。" }, { "name": "Cyberhaven", "layer": "c2", "url": "https://www.cyberhaven.com/", "hq": "山景城", "founded": 2015, "desc": "用数据血缘追踪数据流向，阻止敏感数据被贴进未批准的 AI 工具", "valuation": { "v": "$1B", "date": "2025-04", "kind": "D 轮投后估值，公司公布", "src": "https://www.cyberhaven.com/press-releases/cyberhaven-raises-100-million-series-d-at-1-billion-valuation" }, "total_raised": "累计融资约 $250M（公司口径）", "funding": [ { "date": "2024-06", "round": "C 轮", "amount": "$88M", "lead": "Adams Street Partners", "post": "投后 $400M", "src": "https://www.forbes.com.au/news/innovation/this-1-billion-cyber-startup-stops-employees-from-leaking-vital-data-to-ai/" }, { "date": "2025-04", "round": "D 轮", "amount": "$100M", "lead": "StepStone Group", "post": "投后 $1B", "src": "https://www.cyberhaven.com/press-releases/cyberhaven-raises-100-million-series-d-at-1-billion-valuation" } ], "key_data": [ { "k": "客户增长", "v": "FY2026（至 2026-01）客户数 +50%，收入三位数增长", "date": "2026-02", "src": "https://www.cyberhaven.com/press-releases/cyberhaven-announces-record-year-of-growth-as-enterprises-race-to-secure-ai-and-data" } ], "customers": [ "Forbes AI 50 中的 4 家（未点名）", "北美前五大银行（未点名）" ], "note": "ARR 没公开。founded 2015 由 Forbes 2025-04 文章里「成立九年」倒推，官网 About 未核。2025-05 Howard Ting 卸任 CEO，Nishant Doshi 接任。官方说收到过大厂收购意向、不愿卖（Forbes 引 Ting）。" }, { "name": "Harmonic Security", "layer": "c2", "url": "https://www.harmonic.security/", "hq": "旧金山 / 伦敦", "founded": 2023, "desc": "用小模型实时读每次员工 AI 交互，管控影子 AI 与敏感数据外泄", "total_raised": "累计融资 $76M（公司口径）", "funding": [ { "date": "2023-10", "round": "种子轮", "amount": "$7M", "lead": "Ten Eleven Ventures", "src": "https://siliconangle.com/2024/10/02/harmonic-security-raises-17-5m-protect-sensitive-data-leaking-ai-use/" }, { "date": "2024-10", "round": "A 轮", "amount": "$17.5M", "lead": "Next47", "src": "https://siliconangle.com/2024/10/02/harmonic-security-raises-17-5m-protect-sensitive-data-leaking-ai-use/" }, { "date": "2026-10", "round": "B 轮", "amount": "$50M", "lead": "Crosspoint Capital Partners", "src": "https://www.securityweek.com/harmonic-security-raises-50-million-for-workforce-ai-protection/" } ], "key_data": [ { "k": "客户数", "v": "100+ 家企业", "date": "2026-10", "src": "https://investor.wedbush.com/wedbush/article/bizwire-2026-10-14-harmonic-security-raises-50-million-series-b-enabling-safe-ai-adoption-for-millions-more-employees" }, { "k": "员工数", "v": "90+", "date": "2026-10", "src": "https://investor.wedbush.com/wedbush/article/bizwire-2026-10-14-harmonic-security-raises-50-million-series-b-enabling-safe-ai-adoption-for-millions-more-employees" } ], "note": "B 轮估值、收入没公开。创始人 Alastair Paterson 曾创办 Digital Shadows（2022 年以 $160M 卖给 ReliaQuest）。" }, { "name": "Jazz", "layer": "c2", "url": "https://www.jazz.security", "hq": "纽约", "founded": 2024, "desc": "用多个 AI 智能体逐笔调查数据流动的意图，替代规则式 DLP，覆盖员工把数据交给 AI 工具", "total_raised": "累计融资约 $61M（公司口径）", "funding": [ { "date": "2026-03", "round": "种子轮 + A 轮", "amount": "$61M", "lead": "Glilot Capital、Team8", "src": "https://www.jazz.security/blog/jazz-comes-out-of-stealth-with-61m-to-remaster-data-loss-prevention" } ], "key_data": [ { "k": "生产环境使用的组织", "v": "数十家（付费客户十余家，均在成立首年签下）", "date": "2026-03", "src": "https://www.jazz.security/blog/jazz-comes-out-of-stealth-with-61m-to-remaster-data-loss-prevention" } ], "customers": [ "Lemonade", "AlphaSense", "CAVA" ], "note": "名字确认：Team8 文章讲的就是这家 DLP 公司。Ten Eleven、Merlin、Encoded、MassMutual Ventures 参投。创始人 Ido Livneh（前 Laminar、Axonius）。成立年份与总部来自 BankInfoSecurity 采访（https://www.bankinfosecurity.net/ai-startup-jazz-secures-61m-to-rethink-data-loss-prevention-a-30965 ）。边界提醒：主业是 AI 驱动的 DLP，采访中专门讲 shadow AI / 生成式 AI 数据外泄，但公司发布稿没把它写成“管 AI 工具”的产品，放 c2 偏宽。" }, { "name": "Lumia Security", "layer": "c2", "url": "https://www.lumia.security", "hq": "纽约 / 特拉维夫", "founded": 2024, "desc": "在网络层看清员工和智能体怎么使用 AI，按内容和意图执行策略，不用装终端代理", "total_raised": "累计融资约 $18M（公司口径）", "funding": [ { "date": "2025-12", "round": "种子轮", "amount": "$18M", "lead": "Team8", "src": "https://www.lumia.security/blog/lumia-agentic-ai-security-platform-secures-18m-seed-round" } ], "key_data": [ { "k": "可分析的 AI 应用", "v": "数千个（公司口径）", "date": "2025-12", "src": "https://www.lumia.security/blog/lumia-agentic-ai-security-platform-secures-18m-seed-round" } ], "note": "New Era 参投，前 NSA 局长 Mike Rogers 任顾问委员会主席。Team8 孵化。成立年份：SiliconANGLE 写 2024（https://siliconangle.com/2025/12/04/lumia-security-raises-18m-bring-governance-control-enterprise-ai-agents/ ），Calcalist 写 2025，两处不一致，取 2024。客户未点名（寻找设计合作伙伴）。" }, { "name": "Netskope", "layer": "c2", "url": "https://www.netskope.com/", "hq": "圣克拉拉", "founded": 2012, "desc": "SASE/SSE 平台，Netskope One AI Security 发现影子 AI、做 AI 网关与护栏", "valuation": { "v": "约 $7.3B", "date": "2025-09", "kind": "IPO 定价 $19/股时市值，聚合站（Sterling）转述 CNBC", "src": "https://sterlingcharts.com/companies/netskope/kpis" }, "revenue": { "v": "$811M", "date": "2026-01", "kind": "ARR（FY2026 末），公司财报", "src": "https://www.nasdaq.com/press-release/netskope-announces-strong-fourth-quarter-and-fiscal-year-2026-financial-results-2026" }, "key_data": [ { "k": "FY2026 收入", "v": "$709M，同比 +32%", "date": "2026-03", "src": "https://uk.investing.com/news/company-news/netskope-q4-fy26-slides-32-revenue-growth-first-positive-fcf-year-93CH-4554049" }, { "k": "生成式 AI 用户", "v": "企业内 GenAI 用户一年增 3 倍，经 AI 应用流出的数据增 6 倍（Netskope 2026 云与威胁报告）", "date": "2026-04", "src": "https://www.digitaltoday.co.kr/jp/view/51780/ai-spread-drives-sixfold-rise-in-data-leaks-security-strategy-needs-reset" } ], "public": true, "note": "2025-09 在纳斯达克上市（代码 NTSK，IPO 价 $19，聚合站转述）。AI 产品：2026-03 发布 Netskope One AI Security（Agentic Broker、AI Guardrails、AI Gateway、AI Red Teaming 四件，已 GA）；2026-06 发布 AI Command Center（securitybrief.co.uk、investors.netskope.com 新闻稿）。founded 2012 为常识值，本次未找到来源页核对。" }, { "name": "NextDNS", "layer": "c2", "url": "https://nextdns.io/", "hq": "美国（特拉华州注册）", "founded": 2019, "founded_month": "2019-05", "desc": "云端 DNS 防火墙，拦截恶意域名、广告和追踪器", "total_raised": "未见融资披露（Tracxn 聚合站：未融资）", "key_data": [ { "k": "员工数", "v": "4 人", "date": "2026-08", "src": "https://tracxn.com/d/companies/nextdns/__iYR1YqQW27OUl1y0sPmx5H1lIHAngpnnr0mHuYei7oU" } ], "karpathy_uses": true, "note": "官方帖子称 2019-05 由 Romain Cointepas 和 Olivier Poitrey 在特拉华州创立（https://help.nextdns.io/t/y4hmv0n/who-is-behind-nextdns ）；Poitrey 是 Dailymotion 创始人、Netflix 工程总监。没查到专门针对 AI / 智能体的产品，收入、用户数、估值都没公开；员工数来自聚合站，仅供参考。" }, { "name": "Nightfall AI", "layer": "c2", "url": "https://www.nightfall.ai/", "hq": "旧金山", "founded": 2018, "desc": "云端 DLP，扩展到 AI 浏览器、员工 AI 工具和 AI 编码智能体的数据防泄露", "total_raised": "累计融资约 $60.3M（聚合站，B 轮有 TechCrunch 转述）", "funding": [ { "date": "2022-08", "round": "B 轮", "amount": "$40M", "lead": "WestBridge Capital", "src": "https://aitopics.org/tag/sensitive%20data?filters=concept-tagsRaw%3Asensitive+data&sort=modified+desc&start=70" } ], "note": "2026-01 发布 AI Browser Security，2026-09 开放 MCP Gateway 早期体验（见 aicompliancevendors.com 对比页，第三方）。2022 年 B 轮后没查到新融资，也没有被收购；估值、收入、客户数没公开。早期叫 Watchtower AI。founded 2018 来自 CB Insights / PitchBook。" }, { "name": "Pi-hole", "layer": "c2", "url": "https://pi-hole.net/", "hq": "美国（Pi-hole LLC，志愿者分散各地）", "founded": 2014, "desc": "开源的家庭网络 DNS 黑洞，拦截全屋设备的广告和追踪", "total_raised": "无融资，靠用户捐赠和志愿者自掏腰包", "key_data": [ { "k": "v6 版本发布", "v": "2025-02-18，内置网页服务器和 REST API", "date": "2025-02", "src": "https://faun.dev/company/pi-hole/" } ], "open_source": true, "karpathy_uses": true, "note": "Jacob Salmela 2014 年创建，首个版本 2015-06-15（维基百科）。官方文档称项目靠捐赠支撑、志愿者垫付成本（https://docs.pi-hole.net/ ）。没查到官方针对 AI / 智能体的产品；GitHub 上有第三方做的 Pi-hole MCP 服务（非官方）。收入、用户数没公开。" }, { "name": "Prompt Security", "layer": "c2", "url": "https://prompt.security", "hq": "特拉维夫 / 纽约", "founded": 2023, "desc": "企业 GenAI 与 agent 的运行时安全，管员工用 AI 与自建应用", "total_raised": "累计融资约 $23M（媒体口径）", "funding": [ { "date": "2024-11", "round": "A 轮", "amount": "$18M", "lead": "Jump Capital", "src": "https://prompt.security/blog/securing-the-future-of-genai-prompt-securitys-series-a-milestone" } ], "key_data": [ { "k": "收购前一年收入增速", "v": "收入翻 4 倍、客户数翻 5 倍（2024-11 公司自述）", "date": "2024-11", "src": "https://prompt.security/blog/securing-the-future-of-genai-prompt-securitys-series-a-milestone" } ], "owner": "被 SentinelOne 收购，2025-08-05 宣布，金额官方未公布（媒体报道约 $180M–$250M）", "note": "收购金额口径冲突：Globes 报 $250–300M 预估，FT 数据页 $250M，CRN 称 $180M；官方新闻稿未写金额。交割日期未核到。" }, { "name": "WitnessAI", "layer": "c2", "url": "https://witness.ai/", "hq": "山景城", "founded": 2023, "desc": "在网络层发现影子 AI、管控员工与 AI 智能体的提示和数据流", "total_raised": "累计融资约 $85.5M（两轮相加）", "funding": [ { "date": "2024-05", "round": "A 轮", "amount": "$27.5M", "lead": "GV、Ballistic Ventures", "src": "https://witness.ai/resources/witnessai-raises-27-5-million-to-enable-safe-use-of-ai/" }, { "date": "2026-01", "round": "战略轮", "amount": "$58M", "lead": "Sound Ventures", "src": "https://www.axios.com/2026/01/13/witnessai-funding-enterprise-ai" } ], "key_data": [ { "k": "员工数", "v": "73", "date": "2026-01", "src": "https://www.bankinfosecurity.net/witnessai-secures-58m-to-grow-global-ai-security-reach-a-30510" }, { "k": "ARR 增速", "v": "同比 +500%（第三方转述公司说法）", "date": "2026-01", "src": "https://www.linkedin.com/posts/tech-emerging-concepts_witnessai-announced-a-58-million-strategic-activity-7419219631657156609-em2t" } ], "note": "估值、绝对收入没公开。Ballistic Ventures 孵化。ARR +500% 来自 LinkedIn 转述，未找到公司一手原文。" }, { "name": "Alchemy（Agent Wallets / AgentCard）", "layer": "c3", "url": "https://www.alchemy.com", "hq": "旧金山", "founded": 2017, "desc": "区块链开发平台 Alchemy 的 agent 产品：agent 钱包、x402 自助付费、AgentCard 虚拟卡", "total_raised": null, "funding": [], "key_data": [ { "k": "AgentCard 接入 Visa Intelligent Commerce", "v": "agent 拿 Visa 令牌付款，每张卡配专属邮箱和电话号", "date": "2026-06", "src": "https://www.coindesk.com/business/2026/06/18/alchemy-s-ai-driven-identity-and-payment-service-gains-access-to-visa-network" }, { "k": "agent 用 x402 自助买算力和链上数据", "v": "USDC on Base，最低 $1 起充", "date": "2026-02", "src": "https://www.alchemy.com/zh-Hant/blog/ai-agents-can-now-sign-up-for-alchemy" }, { "k": "CLI 内置 agent 钱包", "v": "限时、限权的委托签名，agent 不接触私钥", "date": "2026-05", "src": "https://www.alchemy.com/zh-Hans/blog/how-to-build-onchain-agents" } ], "product_line_of": "Alchemy", "note": "上 Brex 2026 秋季增速榜（第 21 名，榜上唯一的区块链公司）。Alchemy 母公司 2022 年估值 $10.2B，这里只写给 agent 的这条产品线。别和 Alchemy Pay 混淆。" }, { "name": "Basis Theory", "layer": "c3", "url": "https://basistheory.com", "hq": "San Francisco", "founded": 2020, "desc": "合规的支付数据保险库，让 agent 安全存取卡信息完成下单", "total_raised": "累计融资约 $50M", "funding": [ { "date": "2025-10", "round": "B 轮", "amount": "$33M", "lead": "Costanoa", "src": "https://www.digitalcommerce360.com/2025/10/16/basis-theory-raises-33-million-to-build-ai-driven-payments-for-commerce/" } ], "key_data": [ { "k": "Agentic Commerce Consortium 成员", "v": "20+ 家", "date": "2025-10", "src": "https://www.digitalcommerce360.com/2025/10/16/basis-theory-raises-33-million-to-build-ai-driven-payments-for-commerce/" } ], "customers": [], "note": "牵头 Agentic Commerce Consortium。总部城市请再核（公司在旧金山和其他地有团队）。" }, { "name": "Catena Labs", "layer": "c3", "url": "https://catena.com", "founded": 2022, "desc": "给 AI 智能体的受监管银行账户和稳定币支付，人设额度、收款对象和余额上限，留审计记录", "total_raised": "累计融资约 $48M（媒体报道）", "funding": [ { "date": "2025-05", "round": "种子轮", "amount": "$18M", "lead": "a16z crypto", "src": "https://finance.yahoo.com/markets/crypto/articles/exclusive-circle-cofounder-raises-30-120000375.html" }, { "date": "2026-05", "round": "A 轮", "amount": "$30M", "lead": "Acrew Capital、a16z crypto", "src": "https://www.fintechfutures.com/venture-capital-funding/catena-files-for-national-trust-bank-charter-secures-30m-in-series-a-funding" } ], "note": "创始人 Sean Neville（Circle 联合创始人）、Matt Venables。2026-09-18 美国 OCC 给了信托银行牌照的初步有条件批准（https://finance.yahoo.com/technology/ai/articles/catena-trust-bank-secures-preliminary-073109428.html ）。成立年份 2022 仅来自 FinTech Futures；总部各处说法不一，未写。团队约 11 人。a16z crypto 备忘：https://a16zfrontier.com/posts/article/investing-in-catena-labs/" }, { "name": "Crossmint", "layer": "c3", "url": "https://www.crossmint.com", "hq": "New York", "founded": 2022, "founded_month": "2022-02", "desc": "钱包、虚拟卡和稳定币支付一套 API，让 agent 能持币、刷卡、在链上和卡网络付款", "total_raised": "累计融资约 $23.6M+", "funding": [ { "date": "2025-03", "round": "A 轮", "amount": "$23.6M", "lead": "Ribbit Capital", "src": "https://www.theblock.co/post/346863/ribbit-capital-leads-23-6-million-funding-round-for-enterprise-blockchain-platform-crossmint" } ], "key_data": [ { "k": "使用的公司和开发者", "v": "4 万+", "date": "2025-03", "src": "https://www.theblock.co/post/346863/ribbit-capital-leads-23-6-million-funding-round-for-enterprise-blockchain-platform-crossmint" }, { "k": "订阅收入同比", "v": "+1,100%", "date": "2025-03", "src": "https://www.theblock.co/post/346863/ribbit-capital-leads-23-6-million-funding-round-for-enterprise-blockchain-platform-crossmint" }, { "k": "支持链数", "v": "40+", "date": "2025-03", "src": "https://www.theblock.co/post/346863/ribbit-capital-leads-23-6-million-funding-round-for-enterprise-blockchain-platform-crossmint" } ], "customers": [ "Adidas", "Red Bull" ], "note": "2026-09 入选 Mastercard Start Path 首期 Agentic Commerce 计划（加速器，非股权融资）；agent 支付产品 lobster.cash 接入 Mastercard Agent Pay。公司没有公布 agent 交易量。" }, { "name": "Kite AI", "layer": "c3", "url": "https://gokite.ai", "hq": "San Francisco", "founded": 2022, "founded_month": "2022-02", "desc": "给 agent 支付做的 L1 区块链：agent 身份护照 + 稳定币结算 + agent 应用商店", "total_raised": "累计融资 $33M", "funding": [ { "date": "2025-09", "round": "A 轮", "amount": "$18M", "lead": "PayPal Ventures、General Catalyst", "src": "https://newsroom.paypal-corp.com/2025-09-02-Kite-Raises-18M-in-Series-A-Funding-To-Enforce-Trust-in-the-Agentic-Web" } ], "key_data": [], "customers": [ "PayPal", "Shopify" ], "note": "前身 Zettablock。客户栏是合作方（经 PayPal / Shopify 让商家被 agent 发现），不是付费客户。未披露估值。" }, { "name": "Lithic", "layer": "c3", "url": "https://www.lithic.com", "hq": "纽约", "founded": 2014, "desc": "发卡 API：给开发者发虚拟卡与实体卡，可做 agent 专用受控虚拟卡", "valuation": { "v": "$800M", "date": "2021-07", "kind": "报道（Bloomberg，C 轮）", "src": "https://www.bloomberg.com/news/articles/2021-07-28/payments-startup-lithic-valued-at-800-million-with-stripes-bet" }, "total_raised": "累计融资约 $110M（Crunchbase 口径）", "funding": [ { "date": "2021-05", "round": "B 轮", "amount": "$43M", "lead": "未核实", "src": "https://news.crunchbase.com/briefing/briefing-7-29-21/" }, { "date": "2021-07", "round": "C 轮", "amount": "$60M", "lead": "Stripes", "post": "~$800M", "src": "https://www.bloomberg.com/news/articles/2021-07-28/payments-startup-lithic-valued-at-800-million-with-stripes-bet" } ], "key_data": [ { "k": "年处理交易额", "v": "超 $10 亿", "date": "2026-02", "src": "https://www.iheart.com/podcast/1333-not-another-podcast-320880948/episode/building-in-the-unsexy-how-bo-324637616/" } ], "customers": [ "Mercury", "Novo", "Parker" ], "note": "最近一轮仍是 2021 年；由 Privacy.com 转型而来；agent 虚拟卡属开发者生态里的用法（如 sardis-cards 等第三方集成），Lithic 官方有 agentic commerce 相关发言，未见独立 agent 产品线数字" }, { "name": "Mastercard Agent Pay", "layer": "c3", "url": "https://www.mastercard.com", "hq": "Purchase, NY", "desc": "Mastercard 的 agent 支付框架：agent 专用代币、意图校验和给发卡行的信任评分", "total_raised": null, "funding": [], "key_data": [ { "k": "推出", "v": "2025-04-29", "date": "2025-04", "src": "https://rigorrank.com/profiles/MASTERCARD-AGENT-PAY" }, { "k": "新增 agent 交易信任 / 情报服务", "v": "美国测试中", "date": "2026-09", "src": "https://investingnews.com/mastercard-advances-agentic-commerce-with-new-trust-and-intelligence-services/" } ], "owner": "Mastercard 的产品线", "product_line_of": "Mastercard", "note": "已在美国（Citi、U.S. Bank 持卡人）、澳洲、新西兰、欧洲（桑坦德）完成首批交易；没有公布交易规模。" }, { "name": "Nekuda", "layer": "c3", "url": "https://nekuda.ai", "hq": "New York", "founded": 2024, "desc": "agent 支付基础设施：agent 钱包、SDK，记录用户授权 agent 买什么", "total_raised": "累计融资 $5M", "funding": [ { "date": "2025-05", "round": "种子轮", "amount": "$5M", "lead": "Madrona（Amex Ventures、Visa Ventures 跟投）", "src": "https://www.businesswire.com/news/home/20250514808097/en" } ], "key_data": [], "customers": [], "note": "计划接入 Visa Intelligent Commerce。总部城市未见一手来源。" }, { "name": "Payman", "layer": "c3", "url": "https://paymanai.com", "founded": 2024, "founded_month": "2024-04", "desc": "让 AI agent 收付款的平台，2026 年转向社区银行", "total_raised": "公司口径累计融资约 $13M（Visa、Coinbase Ventures、Circle 投资）", "key_data": [ { "k": "累计融资（聚合站）", "v": "$12.57M", "date": "2026", "src": "https://www.cbinsights.com/company/payman-ai" } ], "customers": [], "note": "累计融资只有聚合站数字（CB Insights $12.57M；Caplight 写 $28.8M 含一笔 2026-05 轮，未核实）。投资方含 Visa、Coinbase Ventures。2026-05 入选 ICBA ThinkTECH 加速器（VentureBeat 报道）。" }, { "name": "Privacy.com", "layer": "c3", "url": "https://www.privacy.com/ai", "hq": "纽约", "founded": 2014, "desc": "一次性虚拟卡，提供 CLI 和 MCP，给 AI 智能体设商户锁和限额", "valuation": { "v": "约 $800M", "date": "2021-07", "kind": "Lithic C 轮估值，Bloomberg 引知情人士", "src": "https://www.bloomberg.com/news/articles/2021-07-28/payments-startup-lithic-valued-at-800-million-with-stripes-bet" }, "total_raised": "母公司 Lithic 累计融资超 $110M（公司口径，Lithic 博客）", "funding": [ { "date": "2021-05", "round": "B 轮（Lithic）", "amount": "$43M", "lead": "Bessemer Venture Partners", "src": "https://www.businesswire.com/news/home/20210520005197/en/Privacy.com-Announces-%2443M-Series-B-led-by-Bessemer-Venture-Partners-Launches-Card-Issuing-Platform-and-Developer-Tools-as-Lithic" }, { "date": "2021-07", "round": "C 轮（Lithic）", "amount": "$60M", "lead": "Stripes", "post": "估值约 $800M（据知情人士）", "src": "https://www.bloomberg.com/news/articles/2021-07-28/payments-startup-lithic-valued-at-800-million-with-stripes-bet" } ], "key_data": [ { "k": "累计发出虚拟卡号", "v": "超过 1,000 万", "date": "2022-03", "src": "https://www.lithic.com/blog/cfo" } ], "owner": "2021 年起为 Lithic（原名 Privacy.com 母公司）旗下子公司，品牌继续对消费者运营", "karpathy_uses": true, "note": "关系：Privacy.com 2014 年上线；2021-05 公司改名 Lithic，转做卡片发行平台和开发者 API，Privacy.com 作为面向消费者的品牌继续运营（Lithic 博客：https://www.lithic.com/blog/cfo ）。上面的融资和估值都是 Lithic 层面的，不是 Privacy.com 单独数字。Privacy.com 页面还声明没有把 AI 用在用户的卡片数据上（https://www.privacy.com/ai ）。Lithic 自己也主打智能体支付（https://www.lithic.com/grow/agentic-payments ）。Privacy.com 单独的收入、用户数没公开。" }, { "name": "Skyfire", "layer": "c3", "url": "https://skyfire.xyz", "hq": "San Francisco", "founded": 2022, "desc": "给 agent 发可验证身份和支付令牌（KYAPay），让商家识别并向 agent 收款", "total_raised": "公开累计融资 $9.5M", "funding": [ { "date": "2024-08", "round": "种子轮（Circle、Ripple、Gemini 等参投）", "amount": "$8.5M", "src": "https://www.theblock.co/post/322742/coinbase-ventures-and-a16zs-csx-bring-skyfires-total-funding-raised-to-9-5-million" }, { "date": "2024-10", "round": "战略投资", "amount": "$1M", "lead": "Coinbase Ventures、a16z CSX", "src": "https://www.theblock.co/post/322742/coinbase-ventures-and-a16zs-csx-bring-skyfires-total-funding-raised-to-9-5-million" } ], "key_data": [ { "k": "Visa Intelligent Commerce 沙盒伙伴", "v": "是（代 Consumer Reports 下单）", "date": "2025-12", "src": "https://www.linkedin.com/posts/jack-forestell_visa-and-partnershavecompleted-hundreds-activity-7408934472672432128-Cu0k" } ], "customers": [ "Consumer Reports" ], "note": "没有公布交易量、收入或 2025 年后的新融资；Okta Ventures 已投（金额未披露）。KYAPay 已提交 IETF 草案。种子轮领投方报道不一，以「累计 $9.5M」为准。" }, { "name": "Stripe（Agentic Commerce / ACP）", "layer": "c3", "url": "https://stripe.com", "hq": "San Francisco / Dublin", "founded": 2010, "desc": "Stripe 的 agent 商务产品线：和 OpenAI 共推 ACP 协议、Agentic Commerce Suite、向 agent 收款", "total_raised": null, "funding": [], "key_data": [ { "k": "结账页升级 WebMCP 的商家", "v": "780 万", "date": "2026-09", "src": "https://x.com/jeff_weinstein/status/2102444357508902978" }, { "k": "ACP 协议发布（与 OpenAI）", "v": "2025-09-29", "date": "2025-09", "src": "https://x.com/stripe/status/1972712679128052136" }, { "k": "2025 全年支付总额", "v": "$1.9 万亿", "date": "2026-02", "src": "https://stripe.com/newsroom/news/stripe-2025-update" } ], "owner": "Stripe 的产品线（Stripe 另收购 Metronome、Privy、Bridge，并宣布收购 OpenRouter）", "product_line_of": "Stripe", "note": "Stripe 没有公布 agent 交易额。估值和支付总额是 Stripe 全公司的。ChatGPT Instant Checkout 2026-03 被报道收缩，ACP 协议仍在推进。 卡片上不显示金额：这是母公司整体的数字，不是这条产品线自己的。Stripe 公司估值 $159B（员工股要约）。" }, { "name": "Visa Intelligent Commerce", "layer": "c3", "url": "https://corporate.visa.com/en/products/intelligent-commerce.html", "hq": "San Francisco", "desc": "Visa 的 agent 支付产品线：给 agent 发代币化卡凭证、限额和身份校验", "total_raised": null, "funding": [], "key_data": [ { "k": "已完成的 agent 发起交易", "v": "数百笔", "date": "2025-12", "src": "https://visa.gcs-web.com/node/21961" }, { "k": "合作伙伴", "v": "100+", "date": "2025-12", "src": "https://www.linkedin.com/posts/jack-forestell_visa-and-partnershavecompleted-hundreds-activity-7408934472672432128-Cu0k" }, { "k": "欧洲上线真实交易的发卡机构", "v": "30+", "date": "2026-07", "src": "https://www.visaeurope.ch/de_CH/uber-visa/newsroom/press-releases.3457336.html" } ], "owner": "Visa 的产品线", "product_line_of": "Visa", "note": "卡组织只公布「首笔 / 数百笔」级别的数字，没有规模交易量。" }, { "name": "Arcjet", "layer": "c4", "url": "https://arcjet.com/", "hq": "旧金山", "founded": 2023, "desc": "把 bot 检测、限流、提示注入和 PII 防护写进应用代码，在请求发生时判断来者是谁", "total_raised": "累计融资约 $12M（FinTech Global 口径）", "funding": [ { "date": "2024-09", "round": "种子轮", "amount": "$3.6M", "lead": "Andreessen Horowitz（Zane Lackey）；Seedcamp 参投", "src": "https://arcjet.com/blog/launching-the-future-of-developer-security-seed-funding-from-a16z" }, { "date": "2025-10", "round": "A 轮", "amount": "$8.3M", "lead": "Plural、Ott Kaukver", "src": "https://arcjet.com/blog/introducing-arcjets-local-ai-security-model-announcing-series-a-funding" } ], "key_data": [ { "k": "开发者 / 生产应用", "v": "1,000+ 开发者，500+ 生产应用", "date": "2025-10", "src": "https://arcjet.com/blog/introducing-arcjets-local-ai-security-model-announcing-series-a-funding" } ], "note": "估值、收入没公开。总部各来源写法不一（旧金山 / 伦敦，创始人 David Mytton 在英国），这里按公司资料写旧金山。累计融资出处 https://fintech.global/2025/10/10/arcjet-raises-8-3m-to-fight-ai-driven-cyberattacks/ 。fm 未查到。" }, { "name": "Browserbase", "layer": "c4", "url": "https://www.browserbase.com/", "hq": "旧金山", "founded": 2024, "desc": "主业是给 AI 智能体用的云端浏览器；与 Cloudflare 等合作让智能体以 Web Bot Auth 签名身份访问网站", "valuation": { "v": "$300M", "date": "2025-06", "kind": "B 轮投后估值，媒体报道（SiliconAngle）", "src": "https://siliconangle.com/2025/06/17/browserbase-reels-40m-browser-automation-tools/" }, "total_raised": "累计融资约 $67.5M（聚合站估算）", "funding": [ { "date": "2024-06", "round": "种子轮", "amount": "$6.5M", "src": "https://aiinframap.com/companies/browserbase", "lead": "Kleiner Perkins（Base Case Capital、AI Grant 跟投）" }, { "date": "2024-10", "round": "A 轮", "amount": "$21M", "src": "https://pulse2.com/browserbase-web-browser-automation-company-raises-21-million-series-a/", "lead": "CRV、Kleiner Perkins（Okta Ventures 跟投）" }, { "date": "2025-06", "round": "B 轮", "amount": "$40M", "lead": "Notable Capital；Kleiner Perkins、CRV 参投", "post": "投后约 $300M（媒体报道）", "src": "https://siliconangle.com/2025/06/17/browserbase-reels-40m-browser-automation-tools/" } ], "key_data": [ { "k": "企业客户 / 浏览器会话", "v": "1,000+ 企业客户，5,000 万+ 会话（聚合站口径）", "date": "2026-07", "src": "https://startupintros.com/orgs/browserbase" }, { "k": "Web Bot Auth 合作", "v": "2026-02 与 Vercel 宣布 Web Bot Auth 合作，作为可信智能体被网站识别", "date": "2026-02", "src": "https://simplify.jobs/c/Browserbase" } ], "customers": [ "Perplexity", "Vercel" ], "note": "主业不是安全，是智能体基础设施；收录原因是它站在被识别的一侧：与 Cloudflare 在密码学智能体身份（signed agents / Web Bot Auth）上合作（Upround 转述 https://upround.app/c/browserbase ），并与 Fingerprint、Stytch 等做智能体身份。种子、A 轮金额和客户数来自聚合站，领投方未核到一手来源；与 Cloudflare 合作的官方公告本次没找到原文。收入没公开。" }, { "name": "Cloudflare（AI Crawl Control）", "layer": "c4", "url": "https://developers.cloudflare.com/ai-crawl-control/", "hq": "旧金山", "founded": 2025, "desc": "让站长按搜索/智能体/训练分类放行、拦截或按次收费，并用 Web Bot Auth 签名认出智能体", "key_data": [ { "k": "爬虫请求中用于模型训练的占比", "v": "52%（2026-06，2025 春为 22%）", "date": "2026-06", "src": "https://www.pymnts.com/news/artificial-intelligence/2026/cloudflare-blocks-ai-agents-from-ad-supported-pages/" }, { "k": "默认屏蔽混合用途 AI 爬虫（广告页）", "v": "2026-09-15 起对新站和免费版默认生效", "date": "2026-09", "src": "https://www.pymnts.com/news/artificial-intelligence/2026/cloudflare-blocks-ai-agents-from-ad-supported-pages/" } ], "customers": [ "GoDaddy（合作接入）" ], "product_line_of": "Cloudflare", "public": true, "note": "founded 写的是产品名 AI Crawl Control 的 GA 年份（二手来源称 2025-08 GA，未找到 Cloudflare 官方发布页确认具体日期；前身 AI Audit 的发布时间未核）。Web Bot Auth 是 Cloudflare 主推的 IETF 草案协议，2026-07-01 起 Signed agents 并入 Verified bots（官方文档 https://developers.cloudflare.com/bots/concepts/bot/verified-bots/）。公司本身 2009 年成立，NYSE 上市，产品线无单独收入、估值。2026-04 与 GoDaddy 合作把 AI Crawl Control 接入其托管平台（https://securitybrief.com.au/story/cloudflare-godaddy-back-ai-bot-identity-standards）。" }, { "name": "DataDome", "layer": "c4", "url": "https://datadome.co/", "hq": "纽约", "founded": 2015, "desc": "按意图判断每个会话是人、爬虫还是 AI 智能体，覆盖网站、App、API 和 MCP 服务", "revenue": { "v": "约 $50M", "date": "2026", "kind": "ARR，QKS Group 分析报告估算，非公司披露", "src": "https://qksgroup.com/sparkplus?market-id=484&product-id=12153&market-name=ecommerce-fraud-prevention&product-name=datadome-payment-fraud-prevention" }, "total_raised": "累计融资约 $82M（CEO 对 TechCrunch 口径，2023-03）", "funding": [ { "date": "2017", "round": "早期", "amount": "€2.5M", "lead": "ISAI、50 Partners Capital", "src": "https://www.wikiwand.com/en/DataDome" }, { "date": "2021", "round": "B 轮", "amount": "$35M", "lead": "Elephant", "src": "https://www.wikiwand.com/en/DataDome" }, { "date": "2023-03", "round": "C 轮", "amount": "$42M", "lead": "InfraVia Growth（Elephant、ISAI 参投）", "src": "https://techcrunch.com/2023/03/30/datadome-raises-42m-series-c-bot-detection/" } ], "key_data": [ { "k": "客户 / 保护域名", "v": "300+ 客户，40 万+ 域名", "date": "2023-03", "src": "https://seedtable.com/companies/datadome/funding-rounds/series-c-2023-03" } ], "customers": [ "Etsy", "PayPal", "SoundCloud", "Reddit", "Patreon", "Vinted", "Foot Locker" ], "note": "Agent Trust 是其产品线之一（QKS Group 报告）。官网/聚合站称在 Forrester 2026 Q2 Bot and Agent Trust Management 评估中为 Leader，未核原报告。估值没公开；有文章把另一家公司的 22 亿美元估值与 DataDome 混写，未采用。客户名单来自招聘聚合站 The Bench（https://thebench.jobs/companies/datadome），非官网案例页。2017、2021 两轮来自维基转载，未核一手公告。总部纽约，创始于法国。" }, { "name": "HUMAN Security（AgenticTrust）", "layer": "c4", "url": "https://www.humansecurity.com/", "hq": "纽约", "founded": 2012, "desc": "AgenticTrust：识别来访的 AI 智能体、验证其身份并按意图决定放行范围", "total_raised": "累计融资未披露（公司口径未找到）", "funding": [ { "date": "2024-10", "round": "成长融资", "amount": "$50M+", "lead": "WestCap；Goldman Sachs、ClearSky、NightDragon、Vertex Ventures US 参投", "src": "https://www.humansecurity.com/newsroom/platform-expansion-fuel-the-future-of-human/" } ], "key_data": [ { "k": "每周验证的数字交互", "v": "20 万亿+", "date": "2024-10", "src": "https://www.humansecurity.com/newsroom/platform-expansion-fuel-the-future-of-human/" }, { "k": "服务的全球品牌", "v": "500+", "date": "2024-10", "src": "https://www.humansecurity.com/newsroom/platform-expansion-fuel-the-future-of-human/" } ], "note": "前身 White Ops，后与 PerimeterX 合并（来自聚合站，未核一手来源）。AgenticTrust 是 HUMAN Sightline 里的模块，2025-12 宣布支持 Amazon Bedrock AgentCore 浏览器的密码学签名验证（https://siliconangle.com/2025/12/16/human-security-brings-cryptographic-verification-amazon-bedrock-agents/）。营收、估值未公开；聚合站的 1 亿–5 亿美元为估算，未采用。fm 未查到。" }, { "name": "Kasada", "layer": "c4", "url": "https://www.kasada.io/", "hq": "纽约", "founded": 2015, "desc": "反自动化平台，推出 AI Agent Trust 让站点决定用户、AI 智能体与爬虫各自能做什么", "total_raised": "累计融资未披露（官网仅列 A 轮 $7M、B 轮 $10M，未标日期）", "funding": [ { "date": "2026-02", "round": "C 轮", "amount": "$20M", "lead": "EQT；Ten Eleven Ventures、Main Sequence、Reinventure 等参投", "src": "https://securityboulevard.com/2026/02/kasada-secures-20-million-round-to-accelerate-global-expansion-and-broaden-platform-offerings/" } ], "key_data": [ { "k": "保护的电商收入", "v": "$1500 亿+", "date": "2026-02", "src": "https://securityboulevard.com/2026/02/kasada-secures-20-million-round-to-accelerate-global-expansion-and-broaden-platform-offerings/" } ], "note": "CEO Sam Crowther；公司起源于澳大利亚，现总部纽约（FinSMEs）。官网称在 Forrester Wave: Bot and Agent Trust Management 中获评 Leader，未核原报告。估值、收入没公开。" }, { "name": "Mullvad VPN", "layer": "c4", "url": "https://mullvad.net/", "hq": "哥德堡", "founded": 2009, "desc": "无账号 VPN，DAITA 功能用流量填充对抗 AI 流量分析", "revenue": { "v": "SEK 380.9M（约 $36M）", "date": "2025-12", "kind": "年度营业额，瑞典公司年报数据，聚合站估算", "src": "https://www.hitta.se/f%C3%B6retagsinformation/mullvad+vpn%20ab/5592384001" }, "total_raised": "无外部融资，创始人 100% 持股（Mullvad 自述，经 OpenIntel 转引）", "key_data": [ { "k": "员工数", "v": "53 人（2024 年 44 人）", "date": "2025-12", "src": "https://www.hitta.se/f%C3%B6retagsinformation/mullvad+vpn%20ab/5592384001" } ], "karpathy_uses": true, "note": "运营方为 Amagicom AB 旗下 Mullvad VPN AB，Fredrik Strömberg 和 Daniel Berntsson 持有（来源 OpenIntel：https://openintel.uk/mullvad-vpn/v-econ/ ）。营业额和员工数来自 Hitta.se 聚合站（瑞典年报摘要），没取到年报原件；Amagicom 注册于 2009 年。DAITA（Defense Against AI-guided Traffic Analysis）出自 CrowsEye 的产品介绍，没找到 Mullvad 官网的发布页，月份没查到。2023-04 瑞典警方搜查办公室但没带走客户数据。" }, { "name": "Cloaked", "layer": "c5", "url": "https://www.cloaked.com/", "hq": "波士顿", "founded": 2020, "founded_month": "2020-09", "desc": "一次性生成无限个邮箱、手机号、密码和卡号，并替用户删除数据经纪商记录、拦截骚扰电话", "total_raised": "累计融资约 $404M（Crustdata 聚合站估算，含债务部分）", "funding": [ { "date": "2022-03", "round": "A 轮", "amount": "$25M", "lead": "Lux Capital、Human Capital", "src": "https://www.cloaked.com/post/cloaked-raises-25m-series-a-to-generate-privacy-friendly-identities-on-the-fly" }, { "date": "2026-03", "round": "B 轮（含 General Catalyst CVF 债务型成长融资）", "amount": "$375M", "lead": "General Catalyst、Liberty City Ventures", "src": "https://news.crunchbase.com/venture/biggest-funding-rounds-security-ai-cloaked-frore/" } ], "key_data": [ { "k": "用户数", "v": "35 万+", "date": "2026-03", "src": "https://dealroom.co/news/126942-cloaked-raises-375m-to-take-consumer-privacy-tools-into-enterprise/" }, { "k": "已删除的经纪商记录", "v": "10 亿+", "date": "2026-03", "src": "https://dealroom.co/news/126942-cloaked-raises-375m-to-take-consumer-privacy-tools-into-enterprise/" } ], "note": "B 轮的股权与债务拆分、估值公司均未披露。计划推出替用户管理隐私设置的 AI 个人智能体（融资公告）。创始月份 2020-09 来自聚合站转述创始人资料，未核一手。累计融资出处 https://profiles.crustdata.com/company/cloaked 。收入没公开。" }, { "name": "DeleteMe", "layer": "c5", "url": "https://joindeleteme.com/", "hq": "波士顿", "founded": 2010, "desc": "订阅制替用户向数据经纪商和人员搜索网站发删除请求，并定期复查是否重新出现", "total_raised": "累计融资约 $6.5M（Craft 聚合站估算）", "funding": [ { "date": "2011", "round": "A 轮", "amount": "$5.2M", "lead": "Atlas Venture、General Catalyst", "src": "https://privacypick.com/data-removal/deleteme/" } ], "key_data": [ { "k": "累计完成的删除", "v": "1 亿次", "date": "2023-12", "src": "https://craft.co/deleteme" } ], "product_line_of": "Abine", "note": "DeleteMe 是 Abine 的产品，Abine 约 2009 年成立，DeleteMe 2010 年推出。2026-03 收购社交隐私工具 Block Party；2026-07-30 从 Consumer Reports 接手 Permission Slip（Seedtable、Who Brands 转述，未核官方公告 https://seedtable.com/companies/abine-company ）。没查到专门针对 AI 训练退出的产品；Kanary 等对手已把 AI/LLM 曝光列入范围。融资数字来自聚合站，收入、估值没公开。" }, { "name": "Earth Class Mail", "layer": "c5", "url": "https://www.earthclassmail.com/", "hq": "格伦代尔（母公司 LegalZoom 所在地）", "founded": 2004, "desc": "虚拟邮箱，邮件扫描上云并开放 API，现称 LZ Virtual Mail", "total_raised": "累计融资未披露", "owner": "2021-11 被 LegalZoom 收购（约 $63M，来自前 CEO 博客；LegalZoom 公告未写金额）", "karpathy_uses": true, "note": "收购公告：https://investors.legalzoom.com/node/7146/pdf 。2004 年以 Document Control 起家，2007 年改名；2015-02 申请破产保护，Xenon Ventures 买下，2016 年转手 Scaleworks，2018 年 Scaleworks 收购 Shoeboxed，2021-11 卖给 LegalZoom（Shoeboxed 前 CEO 博客，https://www.shoeboxed.com/blog/earth-class-mail-review ，属第三方叙述，金额与破产时间没找到一手来源）。LegalZoom 官方页确认 2016 年被 Scaleworks 收购、2004 年起步（https://www.legalzoom.com/articles/legalzoom-acquires-earth-class-mail ）。没查到专门针对 AI / 智能体的产品，收入、用户数没公开。" }, { "name": "Incogni", "layer": "c5", "url": "https://incogni.com/", "hq": "维尔纽斯", "founded": 2021, "desc": "Surfshark 旗下，自动向 420+ 数据经纪商和人员搜索站发删除请求并汇报进度", "key_data": [ { "k": "覆盖的数据经纪商 / 站点", "v": "420+", "date": "2026-08", "src": "https://surfshark.com/pl/incogni" }, { "k": "每周自动处理的删除请求", "v": "最多约 1,000 万", "date": "2026-02", "src": "https://www.vz.lt/app/verslo-pokalbiai/2026/02/26/incogni-fenomenas-sukure-produkta-kurio-klientai-norejo-bet-nemokejo-paprasyti-581201" } ], "owner": "Surfshark 内部孵化的产品（2021-08 宣布），Surfshark 属 Nord Security / Tesonet 体系", "product_line_of": "Surfshark", "note": "没有独立融资、估值、收入数据，属 Surfshark 集团；2021 年宣布出处 https://irishtechnews.ie/surfshark-launched-incogni-tool/ 。2024 年 Surfshark 收购 Ironwall（面向高风险职业与政企），2026-09 又控股 Optery，三者各自独立运营。没查到专门针对 AI 训练退出或 AI 聊天机器人曝光的产品。fm 未查到。" }, { "name": "Kanary", "layer": "c5", "url": "https://www.kanary.com/", "hq": "芝加哥", "founded": 2019, "desc": "为个人建威胁模型，找出并清除搜索引擎、数据经纪商、社交媒体和 AI/LLM 中的暴露", "total_raised": "累计融资约 $0.9M–$1M（聚合站估算）", "funding": [ { "date": "2021-06", "round": "种子轮", "amount": "$895K", "lead": "未核（投资方含 2048 Ventures、First Star Ventures）", "src": "https://pitchbook.com/profiles/company/461796-67" } ], "note": "成立时间各来源不同：PitchBook 写 2019，公司 FAQ（https://www.kanary.com/frequently-asked-questions ）称 2020 年在 YC 资助后上线、2022 年拿到小额种子；种子日期聚合站间也不一致（2021-02 / 2021-06）。创始人 Rachel Vrabec。Advanced 档明确覆盖 AI/LLM 曝光。收入、估值没公开。" }, { "name": "Optery", "layer": "c5", "url": "https://www.optery.com/", "hq": "旧金山湾区", "founded": 2020, "desc": "自动搜索并删除数百个数据经纪商上的个人信息，2025 年起用智能体 AI 适应各站点删除流程", "total_raised": "累计融资约 $6M（公司口径，截至 2023-05）", "funding": [ { "date": "2023-05", "round": "种子轮", "amount": "$2.7M", "lead": "Bayhouse Capital；Global Founders Capital、Goodwater、Y Combinator 等参投", "src": "https://www.securityweek.com/data-protection-startup-optery-raises-2-7-million-in-seed-funding/" } ], "key_data": [ { "k": "每人平均发现的暴露档案", "v": "约 100 个", "date": "2026-03", "src": "https://cybersecurity-excellence-awards.com/candidates/optery-for-business-2026-2/" }, { "k": "服务规模", "v": "数十万个人用户、1,000+ 企业", "date": "2026-01", "src": "https://www.linkedin.com/posts/eight-capital_spotlighting-optery-how-lawrence-gentilello-activity-7415162939093250048-2pFm" } ], "owner": "2026-09-02 Surfshark 集团收购多数股权（金额未披露），Optery 仍独立运营", "note": "YC 2022 冬季批次（来自对比文章，未核 YC 页面）。收入、估值没公开。收购交割日来自 Norton Rose Fulbright 公告 https://www.nortonrosefulbright.com/en-us/news/de5ae61d/norton-rose-fulbright-advises-surfshark-on-acquisition-of-optery 。" }, { "name": "Virtual Post Mail", "layer": "c5", "url": "https://www.virtualpostmail.com/", "hq": "亨德森（内华达州）", "founded": 2009, "desc": "虚拟邮箱，收信扫描后在线查看、转寄、销毁和代存支票", "total_raised": "未披露融资", "karpathy_uses": true, "note": "创始人 Alex Sanz 2007 年起做，第一个站点 2009 年在加州开业，现有加州、内华达、特拉华、佛罗里达、得克萨斯 5 处（公司 About 页：https://www.virtualpostmail.com/about-us/ ）。总部城市来自 CB Insights 聚合站。没查到专门针对 AI / 智能体的产品；收入、用户数、估值都没公开。" }, { "name": "Archestra", "layer": "c6", "url": "https://archestra.ai", "hq": "伦敦", "founded": 2024, "desc": "开源 MCP 安全网关，管 agent 访问企业数据的权限和审计", "total_raised": "累计融资 $13.5M（公司口径）", "funding": [ { "date": "2025-08", "round": "Pre-seed", "amount": "$3.3M", "lead": "Concept Ventures", "src": "https://archestra.ai/blog/archestra-unveils-open-source-solution-announces-vc-backing" }, { "date": "2026-06", "round": "种子轮", "amount": "$10M", "lead": "20VC", "src": "https://archestra.ai/blog/archestra-announces-10m-seed" } ], "key_data": [ { "k": "生产客户", "v": "多家 Fortune 500 公司在生产环境使用（客户名未公开）", "date": "2026-06", "src": "https://archestra.ai/blog/archestra-announces-10m-seed" } ], "note": "单轮 $10M 种子，刚过收录线；创始人 Matvey Kukuy 与 Ildar Iskhakov 此前的公司 Amixr 被 Grafana 收购、Keep 被 Elastic 收购（Archestra 2025-08 公告）。" }, { "name": "Aurascape", "layer": "c6", "url": "https://aurascape.ai", "hq": "加州圣克拉拉", "founded": 2024, "desc": "发现员工用的公开、嵌入式和影子 AI 应用与智能体，监控提示与回复并拦截违规数据外发", "total_raised": "累计融资约 $50M（公司口径）", "funding": [ { "date": "2025-04", "round": "出隐身（含种子轮）", "amount": "$50M", "lead": "Mayfield Fund、Menlo Ventures", "src": "https://www.businesswire.com/news/home/20250408315878/en/Aurascape-Launches-from-Stealth-with-%2450M-in-Funding-and-an-AI-Native-Security-Platform-to-Enable-Businesses-to-Innovate-Fearlessly-in-the-Age-of-AI" } ], "note": "归 c6 有一点勉强：主业是「AI 使用监控」（影子 AI、提示/回复解码、编码助手治理），智能体工具调用网关是其中一块，比 Geordie、Straiker 更偏员工使用端。出隐身后到 2026-10 没查到新融资（Parsers 聚合站 2026-04 的条目是 2025-04 新闻的转载）。估值、收入、客户名都没公开。CEO Moinul Khan 来自 Zscaler。" }, { "name": "Cequence Security", "layer": "c6", "url": "https://www.cequence.ai", "hq": "桑尼维尔", "founded": 2014, "desc": "AI Gateway：把应用 API 变成带 OAuth 鉴权和审计的 MCP 工具，管住智能体能调什么", "total_raised": "累计融资约 $100M（公司口径，截至 2021-12）", "funding": [ { "date": "2021-12", "round": "C 轮", "amount": "$60M", "lead": "Menlo Ventures", "src": "https://www.businesswire.com/news/home/20211215005012/en/Cequence-Security-Raises-60M-in-Series-C-Funding-to-Meet-Surging-Demand-for-its-Innovative-API-Security-Platform" } ], "note": "老牌 API 安全和机器人防护公司；2025-07 发布 AI Gateway（https://www.cequence.ai/blog/ai-gateway-introduction ）。2021 年之后的融资、估值、收入没查到。总部：2021 稿落款桑尼维尔，2025 稿落款圣克拉拉，不一致，以最新为准需核对。" }, { "name": "Geordie AI", "layer": "c6", "url": "https://www.geordie.ai", "hq": "伦敦", "founded": 2025, "desc": "发现企业里所有 AI 智能体，画出它们能用的工具和数据，实时标出风险并限制行为", "valuation": { "v": "约 $180M", "date": "2026-05", "kind": "A 轮投后，Fortune 据 Companies House 文件测算（Dealroom 写 $155M）", "src": "https://fortune.com/2026/05/28/geordie-security-governance-ai-agents/" }, "total_raised": "累计融资 $36.5M", "funding": [ { "date": "2025-09", "round": "种子轮", "amount": "$6.5M", "lead": "Ten Eleven Ventures、General Catalyst", "src": "https://funding.tech.eu/deals/CC2CCD58-866A-48B7-B46F-B8CC25583B7C" }, { "date": "2026-05", "round": "A 轮", "amount": "$30M", "lead": "Balderton Capital", "post": "投后约 $180M（Fortune 据英国公司注册处文件测算）", "src": "https://fortune.com/2026/05/28/geordie-security-governance-ai-agents/" } ], "key_data": [ { "k": "客户部署环境", "v": "约 30 个", "date": "2026-05", "src": "https://fortune.com/2026/05/28/geordie-security-governance-ai-agents/" }, { "k": "员工", "v": "37（伦敦、纽约）", "date": "2026-05", "src": "https://dealroom.co/news/129954-geordie-ai-raises-30m-series-a-led-by-balderton-for-ai-agent-security/" } ], "customers": [ "AlphaSense", "Owkin" ], "note": "2026 RSAC Innovation Sandbox 冠军（来源：https://www.bankinfosecurity.com/startup-geordie-ai-lands-30m-to-secure-enterprise-ai-agents-a-31919 ）。创始于 2025 年初（Fortune），具体月份没查到。收入没公开。" }, { "name": "Little Snitch（Objective Development）", "layer": "c6", "url": "https://www.obdev.at/products/littlesnitch/", "hq": "维也纳", "founded": 2003, "desc": "逐进程监控并拦截 Mac 出站连接，2026-04 出 Linux 免费版", "total_raised": "自筹，未见外部融资", "key_data": [ { "k": "Linux 版发布", "v": "免费，Rust + eBPF 实现", "date": "2026-04", "src": "https://cybernews.com/privacy/free-littlesnitch-version-released-for-linux/" } ], "karpathy_uses": true, "note": "Little Snitch 1.0 于 2003-02 发布（MacTech：https://www.mactech.com/2003/02/25/objective-development-announces-little-snitch-for-mac-os-x/ ），founded 填的是产品年份；公司官网 About 写 Objective Development 成立于 2004 年，两处说法不一致。没查到专门针对 AI / 智能体的产品。收入、用户数、估值没公开。" }, { "name": "Lunar.dev", "layer": "c6", "url": "https://www.lunar.dev", "founded": 2022, "desc": "开源 MCP 网关 MCPX 和 API 出口流量管控，已并入 Boomi", "total_raised": "累计融资约 $6M", "funding": [ { "date": "2026-07", "round": "被 Boomi 收购（2026-05 签意向书）", "amount": "未披露", "lead": "Boomi", "post": "", "src": "https://www.linkedin.com/posts/eyal-sol_lunardev-acquisition-strengthens-ai-governance-activity-7487772353268203521-rvsq" } ], "key_data": [ { "k": "并入 Boomi Connect", "v": "托管 MCP 产品", "date": "2026-07", "src": "https://boomi.com/blog/lunar-dev-boomi-acquisition" } ], "owner": "被 Boomi 收购，2026-07 完成，金额未披露", "note": "种子轮 $6M（2023）来自 PitchBook / ZoomInfo（C）。" }, { "name": "Neo Security", "layer": "c6", "url": "https://www.neo.ai", "hq": "波士顿", "desc": "企业里 AI 智能体和 AI 软件的控制层：盘点、归因到人或智能体、按策略拦截工具调用", "total_raised": "累计融资约 $100M（公司口径）", "funding": [ { "date": "2026-07", "round": "种子轮 + A 轮", "amount": "$100M", "lead": "a16z、Bessemer Venture Partners", "src": "https://www.globenewswire.com/de/news-release/2026/07/20/3329638/0/en/neo-launches-with-100m-to-secure-ai-software-across-the-enterprise.html" } ], "key_data": [ { "k": "产品能管的对象", "v": "智能体、模型、扩展和 MCP 服务器的持续清单", "date": "2026-07", "src": "https://www.securityweek.com/neo-emerges-from-stealth-with-100m-to-control-and-secure-enterprise-ai-software/" } ], "note": "名字确认：a16z 的 Investing in Neo 讲的就是这家 Neo Security（Agentic Software Control），官网 neo.ai 页面自称 Neo Security, Inc.。Craft Ventures、Merlin Ventures 参投。创始人 Nick Warner、Shlomi Salem、Eran Shirazi（前 SentinelOne 等）。总部波士顿、研发中心在特拉维夫（Globes：https://en.globes.co.il/en/article-neo-security-raises-100m-to-secure-ai-agents-1001549871 ）。成立时间没查到，种子轮与 A 轮拆分没披露。客户称在金融、交通、能源有测试，未点名。" }, { "name": "Noma Security", "layer": "c6", "url": "https://noma.security", "hq": "纽约 / 特拉维夫", "founded": 2023, "desc": "一体化 AI / agent 安全平台：资产发现、红队测试、运行时防护", "total_raised": "累计融资 $132M", "funding": [ { "date": "2025-07", "round": "B 轮", "amount": "$100M", "lead": "Evolution Equity Partners", "src": "https://www.bankinfosecurity.net/noma-raised-100m-to-expand-agentic-ai-security-platform-a-29107" } ], "key_data": [ { "k": "ARR 增长", "v": "一年 +1,300%（公司自报，未给绝对值）", "date": "2025-07", "src": "https://www.linkedin.com/posts/alon-tron_huge-milestone-even-bigger-mission-we-are-activity-7356695598034489344-EK6J" }, { "k": "今年收入预期", "v": ">$10M（媒体报道）", "date": "2026-04", "src": "https://www.calcalist.co.il/calcalistech/article/2i0s158nj" } ], "note": "2026-04 以色列媒体称创始人拒绝收购要约、准备再融一轮；截至 2026-10 未查到新一轮公告" }, { "name": "Obot AI", "layer": "c6", "url": "https://obot.ai", "hq": "Cupertino", "founded": 2022, "desc": "开源 MCP 网关：企业统一托管、授权和审计 MCP server", "total_raised": "累计融资 $35M", "funding": [ { "date": "2025-09", "round": "种子轮", "amount": "$35M", "lead": "Mayfield、Nexus Venture Partners", "src": "https://seedtable.com/companies/obot-ai/funding-rounds/seed-2025-09" } ], "key_data": [], "note": "Rancher Labs 原班人马。有聚合站写估值 $1.8 亿，与其他来源冲突，未采用。" }, { "name": "Operant AI", "layer": "c6", "url": "https://www.operant.ai", "hq": "旧金山", "founded": 2023, "desc": "运行时发现并拦截智能体、MCP 连接和模型流量里的越权调用与数据外泄", "total_raised": "累计融资 $13.5M（公司口径）", "funding": [ { "date": "2024-09", "round": "A 轮", "amount": "$10M", "lead": "SineWave Ventures、Felicis", "src": "https://www.operant.ai/art-kubed/operant-ai-series-a" } ], "note": "公开亮相是 2023-04（RegTech Analyst 转述），聚合站写成立 2018 或 2020，说法不一，founded 暂记 2023。2026-02 发布 Agent Protector，之后有 Agent ScopeGuard、CodeInjectionGuard、Semantic Firewall（来源：https://briefglance.com/companies/operant-ai-inc ，聚合站）。A 轮之后没查到新融资；估值、收入、客户名都没公开。" }, { "name": "Runlayer", "layer": "c6", "url": "https://www.runlayer.com", "hq": "纽约", "founded": 2025, "desc": "盯住智能体通过 MCP 调用的所有工具，记录每次调用、拦截攻击、找出影子 AI", "total_raised": "累计融资 $42M", "funding": [ { "date": "2025-11", "round": "种子轮", "amount": "$11M", "lead": "Khosla Ventures（Keith Rabois）、Felicis", "src": "https://www.securityweek.com/runlayer-emerges-from-stealth-mode-with-11-million-in-funding/" }, { "date": "2026-06", "round": "A 轮", "amount": "$30M", "lead": "Felicis（Khosla 参投）", "src": "https://www.felicis.com/portfolio/runlayer" } ], "key_data": [ { "k": "出隐身时客户", "v": "数十家，含 8 家独角兽", "date": "2025-11", "src": "https://www.securityweek.com/runlayer-emerges-from-stealth-mode-with-11-million-in-funding/" } ], "customers": [ "Gusto", "Jane", "Cursor", "PagerDuty", "dbt Labs", "Instacart", "Opendoor", "Lemonade" ], "note": "客户名来自 Felicis 页面与 RegTech Analyst 报道，两处名单不完全一致，合并列出。估值、收入没公开。成立月份没查到（SecurityWeek 写出隐身前已运作 4 个月）。方向上偏「智能体工具调用的控制层」，同时有影子 AI 发现，归 c6。" }, { "name": "Straiker", "layer": "c6", "url": "https://www.straiker.ai", "hq": "加州森尼韦尔", "founded": 2024, "desc": "识别企业里有哪些智能体，攻击测试后上线，并实时监控其行为和工具调用", "total_raised": "累计融资 $85M", "funding": [ { "date": "2025-03", "round": "种子轮", "amount": "$21M", "lead": "Lightspeed、Bain Capital Ventures", "src": "https://www.securityweek.com/ai-security-firm-straiker-emerges-from-stealth-with-21m-in-funding/" }, { "date": "2026-06", "round": "A 轮", "amount": "$64M", "lead": "Marathon Management Partners、Citi Ventures、Illuminate Financial、Workday Ventures 共同领投", "src": "https://fintech.global/2026/06/30/straiker-raises-64m-to-lock-down-the-ai-agent-era/" } ], "key_data": [ { "k": "run-rate 收入增长", "v": "不到一年增长 15 倍以上（绝对值未披露）", "date": "2026-06", "src": "https://fintech.global/2026/06/30/straiker-raises-64m-to-lock-down-the-ai-agent-era/" }, { "k": "员工", "v": "64", "date": "2026-06", "src": "https://www.bankinfosecurity.asia/straiker-raises-64m-to-safeguard-autonomous-ai-agents-a-32093" } ], "note": "创始人 CEO Ankur Shah 来自 Palo Alto Networks Prisma Cloud。支持 Codex、Cursor、Claude Code、Microsoft Copilot、ChatGPT Enterprise 等。估值没公开（Forge 聚合站有推算数字，未采用）。客户只写了「前沿 AI 实验室和财富 500 强」，没有点名。成立月份没查到。" }, { "name": "Wiz AI-APP（Google Cloud）", "layer": "c6", "url": "https://www.wiz.io", "hq": "纽约", "founded": 2026, "desc": "盘点企业里的模型、智能体和数据流，监控智能体调用工具的行为并找出可被利用的路径", "valuation": { "v": "$32B（Google 收购价）", "date": "2026-03", "kind": "收购交割价，媒体报道", "src": "https://techcrunch.com/2026/03/11/google-completes-32b-acquisition-of-wiz/" }, "total_raised": "收购价 $32B（Wiz 公司此前融资不在此条展开）", "key_data": [ { "k": "使用 AI 驱动安全功能的 Wiz 客户占比", "v": "近 90%", "date": "2026-07", "src": "https://www.wiz.io/blog/6-months-google" }, { "k": "Google Cloud 扫描并保护的 AI 工作负载季度环比增幅", "v": "45% 以上", "date": "2026-07", "src": "https://www.wiz.io/blog/6-months-google" } ], "owner": "2026-03 被 Google 收购完成（$32B 现金），保留 Wiz 品牌，并入 Google Cloud", "product_line_of": "Google", "note": "Wiz 公司 2020 年成立（CBC：https://www.cbc.ca/news/business/google-acquires-wiz-1.7487381 ），2025 年 ARR 超 $10 亿（TechCrunch 引知情人，非公司披露）。这里收的是 2026-03 发布的 AI 应用保护平台 AI-APP：统一盘点 Bedrock、Copilot 和自建框架里的 AI，按模型活动、工作负载执行、云三层做威胁检测（https://securityboulevard.com/2026/03/wiz-launches-ai-app-to-tackle-new-anatomy-of-cyber-risk/ ）。founded 写产品发布年份。层归属有争议，也可放 e5 或 d1，按“智能体调用监控”放 c6。收购交割公告：https://www.googlecloudpresscorner.com/2026-03-11-Google-Completes-Acquisition-of-Wiz" }, { "name": "Zenity", "layer": "c6", "url": "https://zenity.io", "hq": "纽约 / 特拉维夫", "founded": 2021, "desc": "给企业 AI agent 做安全与治理：盯权限、工具、记忆和实时动作，可在执行前拦截", "valuation": { "v": "~$900M", "date": "2026-08", "kind": "第三方估算（公司未披露）", "src": "https://www.caplight.com/company/zenity" }, "total_raised": "累计融资 ~$185M", "funding": [ { "date": "2026-08", "round": "C 轮", "amount": "$125M", "lead": "Norwest", "src": "https://www.ynetnews.com/business/article/syx00ge0bzg" } ], "key_data": [ { "k": "员工数", "v": "230+", "date": "2026-08", "src": "https://thenextweb.com/news/zenity-125m-series-c-ai-agent-security" }, { "k": "收入增长", "v": "连续两年每年 3 倍，今年预计再 3 倍（公司自报）", "date": "2026-08", "src": "https://www.ynetnews.com/business/article/syx00ge0bzg" }, { "k": "收入增速", "v": "过去两年每年收入翻 3 倍，今年预计继续（公司自报，未给绝对值）", "date": "2026-08", "src": "https://www.ynetnews.com/business/article/syx00ge0bzg" } ], "customers": [ "SoftBank Corp." ], "note": "估值仅为 Caplight 估算，公司未公布；累计融资口径 $163M–$185M 不等，取公司 / 媒体口径 ~$185M" }, { "name": "BigID", "layer": "d1", "url": "https://bigid.com", "hq": "纽约", "founded": 2016, "desc": "数据发现与分类老牌平台，2026 年推出 AgentIQ，用提示词或智能体管数据与 AI 合规", "valuation": { "v": "$1B+", "date": "2024-03", "kind": "E 轮估值，公司口径（FinSMEs 转述）", "src": "https://www.linknovate.com/affiliation/riverwood-capital-6178867/all/" }, "revenue": { "v": "近 $100M", "date": "2024-03", "kind": "ARR，公司自报（E 轮时）", "src": "https://www.linknovate.com/affiliation/riverwood-capital-6178867/all/" }, "total_raised": "累计融资约 $320M（公司口径，E 轮时）", "funding": [ { "date": "2024-03", "round": "E 轮", "amount": "$60M", "lead": "Riverwood Capital", "post": "估值超 $10 亿；Silver Lake Waterman、Advent 跟投", "src": "https://www.linknovate.com/affiliation/riverwood-capital-6178867/all/" } ], "key_data": [ { "k": "员工", "v": "约 650，2026-05 裁员约 150 人（23%）", "date": "2026-05", "src": "https://layoffhedge.com/company/bigid" } ], "customers": [ "Netflix", "Adobe", "AT&T", "HubSpot", "Samsung" ], "note": "2026-09-21 发布 AgentIQ（来源：https://uk.advfn.com/stock-market/share-news/BigID-Launches-AgentIQ-The-Agentic-Automation-Lay/99344753）。2024-03 之后没查到新融资或新估值。裁员消息的来源是聚合站转述 Globes/Calcalist，客户名来自 7wData 聚合站，均未找到一手链接。创始年份各处写 2015 或 2016，这里取 2016。" }, { "name": "Bonfy.AI", "layer": "d1", "url": "https://www.bonfy.ai", "hq": "加州山景城", "founded": 2024, "desc": "在邮件、文件、AI 助手和智能体输出的内容发出前，按上下文做分类和拦截", "total_raised": "累计融资 $9.5M", "funding": [ { "date": "2025-06", "round": "种子轮", "amount": "$9.5M", "lead": "TLV Partners（Saban 跟投）", "src": "https://www.ebnlaw.co.il/media-center/tlvpartners-co-leads-funding-for-bonfy-ai/" } ], "owner": "2026-09 被 Kiteworks 收购（金额未披露，CTech 估计数千万美元）", "note": "收购新闻稿：https://www.kiteworks.com/company/press-releases/kiteworks-acquires-bonfy-ai/ 。成立时间 2024 年初来自 Seedtable（聚合站），月份没查到。估值、收入没公开。收购价「数千万美元」是 Seedtable 转述 CTech，没找到 CTech 原文链接。" }, { "name": "Concentric AI", "layer": "d1", "url": "https://concentric.ai", "hq": "加州圣何塞", "founded": 2018, "desc": "用深度学习找出结构化和非结构化敏感数据，并治理 GenAI 能读到的数据", "total_raised": "累计融资超过 $67M（公司口径）", "funding": [ { "date": "2022-05", "round": "A 轮", "amount": "$14.5M", "lead": "Ballistic Ventures", "src": "https://concentric.ai/series-a-funding/" }, { "date": "2024-10", "round": "B 轮", "amount": "$45M", "src": "https://concentric.ai/press-release/concentric-ai-secures-45m-financing/", "lead": "Top Tier Capital Partners、HarbourVest Partners（CyberFuture、Ballistic、Engineering Capital、Clear Ventures、Citi Ventures 跟投）" } ], "key_data": [ { "k": "2025-06 收购", "v": "Swift Security（数据流动 DLP）与 Acante（AI 数据治理）", "date": "2025-06", "src": "https://www.bankinfosecurity.net/concentric-ai-adds-dlp-genai-governance-two-purchases-a-28848" } ], "note": "B 轮领投方、估值、收入、客户名都没查到。成立年份 2018 来自聚合站，没有一手出处，需复核。" }, { "name": "Cyera", "layer": "d1", "url": "https://www.cyera.com", "hq": "纽约", "founded": 2021, "desc": "先找出企业敏感数据，再管住人、机器和 AI 智能体能读到哪些数据", "valuation": { "v": "$12B", "date": "2026-09", "kind": "G 轮及追加轮估值，公司与媒体报道", "src": "https://thenextweb.com/news/cyera-400m-goldman-sachs-series-g-extension" }, "revenue": { "v": ">$150M", "date": "2026-06", "kind": "ARR，TechCrunch 引述知情人；Cyera 发言人称数字「严重不准确」", "src": "https://finance.yahoo.com/markets/stocks/articles/cyera-eyes-12b-valuation-80x-225056672.html" }, "total_raised": "累计融资超 $2B（TNW 报道）", "funding": [ { "date": "2025-06", "round": "E 轮", "amount": "$540M", "post": "投后 $6B", "src": "https://www.cyera.com/press-releases/ai-native-security-leader-cyera-doubles-customer-base-in-six-months-reaching-6-billion-valuation", "lead": "Georgian、Greenoaks、Lightspeed Venture Partners（Accel、Coatue、Cyberstarts、Redpoint、Sapphire Ventures、Sequoia、Spark 跟投）" }, { "date": "2026-01", "round": "F 轮", "amount": "$400M", "lead": "Blackstone", "post": "投后 $9B", "src": "https://www.businesswire.com/news/home/20260108628439/en/Cyera-Raises-%24400M-to-Meet-Rapidly-Growing-Demand-for-AI-Security-Among-Enterprises" }, { "date": "2026-06", "round": "G 轮", "amount": "$600M", "lead": "Evolution Equity Partners", "post": "估值 $12B", "src": "https://www.cyera.com/blog/building-the-trust-layer-for-enterprise-ai" }, { "date": "2026-09", "round": "G 轮追加", "amount": "$400M", "lead": "Goldman Sachs Alternatives（Growth Equity）", "post": "估值仍为 $12B", "src": "https://thenextweb.com/news/cyera-400m-goldman-sachs-series-g-extension" } ], "key_data": [ { "k": "财富 500 强客户占比", "v": "20%", "date": "2026-01", "src": "https://www.businesswire.com/news/home/20260108628439/en/Cyera-Raises-%24400M-to-Meet-Rapidly-Growing-Demand-for-AI-Security-Among-Enterprises" }, { "k": "营收增长", "v": "3.4 倍以上（过去 12 个月）", "date": "2026-01", "src": "https://www.businesswire.com/news/home/20260108628439/en/Cyera-Raises-%24400M-to-Meet-Rapidly-Growing-Demand-for-AI-Security-Among-Enterprises" }, { "k": "员工", "v": "1,100+", "date": "2026-01", "src": "https://www.businesswire.com/news/home/20260108628439/en/Cyera-Raises-%24400M-to-Meet-Rapidly-Growing-Demand-for-AI-Security-Among-Enterprises" } ], "customers": [ "Paramount", "Chipotle", "Valvoline" ], "note": "2026 年内收购了 Oasis Security（非人类身份）、Ryft、Genie Security。更早几轮（2022 A 轮 $60M、2023 B 轮 $100M、2024 C/D 轮各 $300M）只在聚合站看到，未逐条找一手出处，未列入。9 月追加轮金额各家说法不一（TNW 写 $400M，Dealroom 写 $258.8M），这里按 TNW。" }, { "name": "Cymphony", "layer": "d1", "url": "https://www.cymphony.io", "hq": "纽约 / 特拉维夫", "founded": 2024, "desc": "把员工、AI 智能体的权限和能碰到的敏感数据画成一张图，找出被 AI 工具过度读取的文件", "valuation": { "v": "$100M 以上", "date": "2026-09", "kind": "A 轮投后，媒体报道", "src": "https://techcrunch.com/2026/09/09/sequoia-doubles-down-on-cymphony-as-ai-agents-create-new-enterprise-security-risks/" }, "revenue": { "v": "ARR 七位数美元（具体数字未披露）", "date": "2026-09", "kind": "公司自报，TechCrunch 转述", "src": "https://techcrunch.com/2026/09/09/sequoia-doubles-down-on-cymphony-as-ai-agents-create-new-enterprise-security-risks/" }, "total_raised": "累计融资约 $30M（媒体报道，含此前未披露的 Sequoia 种子轮）", "funding": [ { "date": "2026-09", "round": "A 轮", "amount": "$25M", "lead": "Sequoia、SMBC Fin Atlas Beyond Fund", "post": "投后估值超 $100M", "src": "https://techcrunch.com/2026/09/09/sequoia-doubles-down-on-cymphony-as-ai-agents-create-new-enterprise-security-risks/" } ], "key_data": [ { "k": "某美国上市公司客户里被 AI 工具可读的文件", "v": "约 85,000 个", "date": "2026-09", "src": "https://techcrunch.com/2026/09/09/sequoia-doubles-down-on-cymphony-as-ai-agents-create-new-enterprise-security-risks/" } ], "customers": [ "KKR", "Syngenta", "Cass Information Systems", "Athennian" ], "note": "成立年份按 TechCrunch“两年老”推算为 2024，月份没查到。创始人 Shy Dekel、Idan Berkovits、Edi Gotlieb。Sequoia 备忘把它放在身份与数据层，这里按“AI 能读到的数据”归 d1，也可考虑 a2。" }, { "name": "Knostic", "layer": "d1", "url": "https://www.knostic.ai", "hq": "弗吉尼亚州赫恩登", "founded": 2023, "desc": "给企业 AI 助手和编码 agent 做「按需知情」访问控制与权限治理", "total_raised": "累计融资 $14M（公司口径）", "funding": [ { "date": "2025-03", "round": "种子轮（部分媒体称 A 轮）", "amount": "$11M", "lead": "Bright Pixel Capital", "src": "https://www.securityweek.com/knostic-secures-11-million-to-rein-in-enterprise-ai-data-leakage-oversharing/" } ], "key_data": [], "note": "该轮 SecurityWeek 称种子轮，其他聚合站称 A 轮；未查到 2026 年新一轮。" }, { "name": "Opsin", "layer": "d1", "url": "https://www.opsinsecurity.com", "hq": "圣何塞", "founded": 2023, "desc": "盯企业里 Copilot、ChatGPT、Claude 等平台上的 agent，按身份与权限评估风险", "total_raised": "累计融资 $21M+", "funding": [ { "date": "2026-10", "round": "未注明", "amount": "$21M", "lead": "SYN Ventures、Race Capital", "src": "https://www.opsinsecurity.com/blog/opsin-raises-21m-to-expand-its-risk-protection-layer" } ], "key_data": [ { "k": "员工数", "v": "~20", "date": "2026-10", "src": "https://africa.businessinsider.com/news/this-startup-raised-dollar21-million-to-clean-up-the-ai-agent-mess-hitting-companies/37e80nm" } ], "note": "成立年份未在来源中核实；累计只计本轮" }, { "name": "Securiti", "layer": "d1", "url": "https://securiti.ai", "hq": "加州圣何塞", "founded": 2019, "desc": "数据安全态势、隐私和 AI 治理平台，替企业找出敏感数据并管住 AI 对它的使用", "valuation": { "v": "$1.725B", "date": "2025-12", "kind": "Veeam 收购价", "src": "https://www.veeam.com/company/press-release/veeam-acquires-securiti-ai.html" }, "total_raised": "累计融资约 $156M（聚合站口径，未找到一手汇总）", "funding": [ { "date": "2022-10", "round": "C 轮", "amount": "$75M", "src": "https://www.businesswire.com/news/home/20221004005447/en/5298044/Securiti-Unveils-World%E2%80%99s-First-Data-Controls-Cloud", "lead": "Owl Rock Capital（Blue Owl 旗下；Mayfield、General Catalyst 跟投）" } ], "key_data": [ { "k": "并入 Veeam 的员工", "v": "约 600", "date": "2025-12", "src": "https://www.veeam.com/company/press-release/veeam-acquires-securiti-ai.html" } ], "owner": "2025-12-11 被 Veeam 收购完成（$1.725B）；Securiti 创始人兼 CEO Rehan Jalil 出任 Veeam 安全与 AI 总裁，约 600 名员工并入", "note": "2026-02 Veeam 发布 Agent Commander，称基于 Securiti 技术，用于 AI 风险响应和智能体出错后的恢复（来源：https://www.digitaltoday.co.kr/en/view/5055/veeam-launches-agent-commander-for-ai-risk-response-and-recovery-from-agent-errors）。A、B 轮和 C 轮后估值只在聚合站（Forge）看到，未采用。" }, { "name": "Sentra", "layer": "d1", "url": "https://www.sentra.io", "hq": "纽约 / 特拉维夫", "founded": 2021, "desc": "云端数据安全平台，用大模型分类敏感数据，给 Copilot 等 AI 助手划定能读的数据", "total_raised": "累计融资约 $103M（BankInfoSecurity 口径）", "funding": [ { "date": "2023-01", "round": "A 轮", "amount": "$30M", "lead": "Standard Investments", "post": "累计超 $53M", "src": "https://www.darkreading.com/cloud-security/sentra-raises-30-million-series-a-financing-to-meet-growing-demand-for-data-security-in-the-cloud" }, { "date": "2025-04", "round": "B 轮", "amount": "$50M", "lead": "Key1 Capital", "post": "累计超 $100M", "src": "https://sentra.io/news/sentra-closes-50-million-series-b-amid-surging-demand-for-securing-data-for-ai-adoption" } ], "key_data": [ { "k": "收入增长", "v": "同比 300%+", "date": "2025-04", "src": "https://sentra.io/news/sentra-closes-50-million-series-b-amid-surging-demand-for-securing-data-for-ai-adoption" }, { "k": "员工", "v": "131", "date": "2025-04", "src": "https://www.bankinfosecurity.net/startup-sentra-nabs-50m-to-boost-ai-powered-data-protection-a-28056" } ], "note": "估值、收入绝对值都没公开。早期种子轮（约 $23M，2022-04）只在聚合站看到，没有一手出处。B 轮后到 2026-10 没查到新融资。" }, { "name": "Varonis", "layer": "d1", "url": "https://www.varonis.com", "hq": "迈阿密", "founded": 2005, "desc": "上市数据安全公司，找出敏感数据、管住 Copilot 和智能体的访问权限，2026 年推出 Atlas 管全部 AI 系统", "revenue": { "v": "$745.4M", "date": "2025-12", "kind": "总 ARR，公司财报（Quartr 摘要引用 Q4 2025 财报）；其中 SaaS ARR $638.5M", "src": "https://www.nasdaq.com/press-release/varonis-announces-fourth-quarter-2025-and-full-year-2025-financial-results-2026-02-03" }, "total_raised": "纳斯达克上市公司（VRNS）", "key_data": [ { "k": "SaaS ARR（含转换）", "v": "$726M", "date": "2026-06", "src": "https://fiscal.ai/company/NASDAQ_VRNS/investor-relations/656447/" }, { "k": "SaaS ARR 同比（不含转换）", "v": "+25%", "date": "2026-06", "src": "https://fiscal.ai/company/NASDAQ_VRNS/investor-relations/656447/" }, { "k": "2025 全年营收", "v": "$623.5M（+13%）", "date": "2025-12", "src": "https://quartr.com/events/varonis-systems-inc-vrns-q4-2025_33ccA9B1" } ], "public": true, "note": "2026-04 财报宣布 Varonis Atlas 上线，技术来自收购 AllTrue.ai，对象是企业内所有 AI 系统的可见、安全、管控（来源：https://www.sec.gov/Archives/edgar/data/1361113/000117184326002774/exh_991.htm）。总部以财报电头为准（迈阿密），早年在纽约。成立年份 2005 未在本次检索中找到一手出处，凭常识，需复核。" }, { "name": "Azure Container Apps Sandboxes", "layer": "d2", "url": "https://azure.microsoft.com/products/container-apps", "hq": "Redmond", "desc": "微软 Azure 的产品线：Hyper-V / microVM 隔离的会话池，给 agent 跑不受信任代码", "total_raised": null, "funding": [], "key_data": [ { "k": "Dynamic Sessions GA", "v": "2024-11-19（Python 代码解释器 + 自定义容器，Hyper-V 隔离）", "date": "2024-11", "src": "https://techcommunity.microsoft.com/blog/appsonazureblog/-/4303561" }, { "k": "Sandboxes 公测", "v": "Build 2026 发布；不到 1 秒从 OCI 镜像启动、空闲不计费（公司自报）", "date": "2026-06", "src": "https://www.infoq.cn/article/2yiUMe6JxKGXK61luSIJ" } ], "owner": "Microsoft 产品线", "product_line_of": "Microsoft", "note": "两代产品合成一条：Dynamic Sessions（2024 GA，会话池）和新资源类型 Sandboxes（Microsoft.App/SandboxGroups，2026 公测）。Azure Logic Apps 的代码解释器也跑在 Dynamic Sessions 上。" }, { "name": "Blaxel", "layer": "d2", "url": "https://blaxel.ai", "hq": "旧金山（法国团队）", "founded": 2024, "desc": "25 毫秒唤醒、休眠不收算力费的 microVM 沙箱", "total_raised": "累计融资 $7.3M", "funding": [ { "date": "2025-07", "round": "种子轮", "amount": "$7.3M", "lead": "First Round", "src": "https://x.com/blaxelAI/status/1945868962002317458" }, { "date": "2026-09", "round": "被 Baseten 收购", "amount": "约 $300M（报道）", "lead": "Baseten", "post": "", "src": "https://www.teahose.com/companies/2105" } ], "key_data": [ { "k": "单客户 3 个月沙箱数（Sapiom）", "v": "250 万", "date": "2026-09", "src": "https://x.com/blaxelAI/status/2103561321903956412" }, { "k": "休眠后唤醒", "v": "约 25 毫秒", "date": "2026-09", "src": "https://www.baseten.co/blog/blaxel-is-joining-baseten-to-build-the-future-of-agentic-cloud/" }, { "k": "npm 月下载（@blaxel/core）", "v": "103 万", "date": "2026-09", "src": "https://api.npmjs.org/downloads/range/2026-09-01:2026-09-30/@blaxel/core" } ], "customers": [ "Sapiom", "Corvera" ], "owner": "被 Baseten 收购，2026-09-10，金额未披露", "note": "YC X25。收购后产品继续运营，次日进入 OpenAI Agents API 沙箱名单。收购价未公开，Baseten 自己的估值不能当收购价。 官方未披露收购价；Newcomer 报约 $3 亿，Les Echos 称明显超过 $1 亿。" }, { "name": "Cloudflare Sandboxes", "layer": "d2", "url": "https://developers.cloudflare.com/sandbox/", "hq": "旧金山", "founded": 2025, "desc": "Cloudflare 产品线：容器沙箱 SDK，按活跃 CPU 计费", "total_raised": null, "funding": [], "key_data": [ { "k": "正式发布（GA）", "v": "2026-04-13", "date": "2026-04", "src": "https://developers.cloudflare.com/changelog/2026-04-13-containers-sandbox-ga" }, { "k": "OpenAI Codex harness 可在其中运行", "v": "官方合作", "date": "2026-04", "src": "https://openai.com/index/cloudflare-openai-agent-cloud" }, { "k": "GitHub 星（sandbox-sdk）", "v": "1,148", "date": "2026-10", "src": "https://github.com/cloudflare/sandbox-sdk" } ], "owner": "Cloudflare（纽交所上市：NET）产品线", "product_line_of": "Cloudflare", "note": "没公布用量。价格约 $0.00002 / vCPU·秒（InfoQ 报道，按活跃 CPU）。进了 OpenAI Agents SDK 和 Claude Managed Agents 的名单；「OpenAI 独家选了 Cloudflare」不成立。" }, { "name": "Daytona", "layer": "d2", "url": "https://www.daytona.io", "hq": "纽约（克罗地亚团队）", "founded": 2023, "desc": "跑在自有裸金属上的 agent 沙箱，支持 GPU、Windows、快照与分叉", "valuation": { "v": "$1B", "date": "2026-10", "kind": "B 轮估值，Fortune 独家报道", "src": "https://fortune.com/2026/10/20/daytona-startup-building-the-agentic-cloud-valued-at-1-billion-in-latest-funding-round/" }, "revenue": { "v": "$3M", "date": "2025-09", "kind": "年化 / 公司自报（之后只报增速不报金额）", "src": "https://x.com/daytonaio/status/1970844077416690043" }, "total_raised": "累计融资 $91M（公司口径，含 B 轮）", "funding": [ { "date": "2024-06", "round": "种子轮", "amount": "$5M", "lead": "Upfront Ventures", "src": "https://www.daytona.io/dotfiles/daytona-secures-5m-to-simplify-development-environments" }, { "date": "2025", "round": "SAFE（老股东）", "amount": "$7M", "lead": "老股东", "src": "https://x.com/ivanburazin/status/2049624772930068919" }, { "date": "2026-02", "round": "A 轮", "amount": "$24M", "lead": "FirstMark", "src": "https://x.com/daytonaio/status/2019502060786602409" }, { "date": "2026-08", "round": "未命名（SEC Form D）", "amount": "$48.3M（发行上限 $60M）", "lead": "未披露", "src": "https://www.isvworld.com/search/news/2330033" }, { "date": "2026-10", "round": "B 轮", "amount": "$60M", "lead": "FirstMark Growth", "post": "投后 $10 亿（Fortune 报道）", "src": "https://www.daytona.io/dotfiles/daytona-raises-60m-series-b-to-build-the-agent-cloud" } ], "key_data": [ { "k": "单日沙箱数", "v": "100 万+", "date": "2025-10", "src": "https://x.com/ivanburazin/status/1980285721278595181" }, { "k": "收入月均增速（近 18 个月）", "v": "+50.9%", "date": "2026-10", "src": "https://x.com/ivanburazin/status/2105707829159985505" }, { "k": "年初至今收入", "v": "×10", "date": "2026-09", "src": "https://x.com/ivanburazin/status/2100276282919444812" }, { "k": "npm 月下载（@daytonaio/sdk）", "v": "253 万", "date": "2026-09", "src": "https://api.npmjs.org/downloads/range/2026-09-01:2026-09-30/@daytonaio/sdk" }, { "k": "开机速度", "v": "75 秒开 5 万个沙箱", "date": "2026-04", "src": "https://x.com/ivanburazin/status/2049866364785951058" }, { "k": "B 轮（Form D 已售部分）", "v": "$48.3M / 计划 $60M", "date": "2026-08", "src": "https://dealroom.co/news/145417-daytona-lands-48-3m-series-b-for-ai-agent-sandbox-platform/" } ], "customers": [ "LangChain", "Turing", "Writer", "SambaNova", "Prosus", "Parabola", "Stanford CS", "Laude Institute" ], "note": "2025-04 底从人类开发环境产品急转为 agent 沙箱；2026-06 起核心代码闭源。2026-10-20 宣布 $60M B 轮、$10 亿估值，FirstMark Growth 领投，创始人和天使含 Stripe、Shopify、Perplexity、Zoom 的创始人（Tech Funding News）。公司称收入 run-rate 自 1 月以来增长约 25 倍，未给金额。2026-08 那笔 SEC Form D（$48.3M）与这轮 B 轮的关系公司没有说明。「Meta 超级智能实验室在用」只是 Daytona CEO 的说法。" }, { "name": "Docker Sandboxes", "layer": "d2", "url": "https://www.docker.com/products/docker-sandboxes/", "hq": "Palo Alto", "desc": "Docker 公司的产品线：用 microVM 跑 Claude Code、Codex 等编码 agent，本地和云端同一套 CLI", "total_raised": null, "funding": [], "key_data": [ { "k": "云沙箱价格", "v": "1 vCPU/2 GB $0.07/小时 → 16 vCPU/32 GB $1.12/小时，按秒计", "date": "2026-09", "src": "https://www.theregister.com/ai-and-ml/2026/09/24/dockers-new-sandboxes-aim-to-contain-ai-agents-for-real/5298964" }, { "k": "云沙箱上线", "v": "2026-09-24 发布 Docker Cloud Sandboxes，单次最长 24 小时", "date": "2026-09", "src": "https://www.globenewswire.com/de/news-release/2026/09/24/3368595/0/en/docker-launches-cloud-sandboxes-extending-secure-ai-agent-isolation-beyond-the-laptop.html" } ], "owner": "Docker, Inc. 产品线", "product_line_of": "Docker", "note": "估值是母公司 2022 年的数，不是这条产品线的。本地版（sbx CLI）免费，云端按秒收费。Docker 同时在把 Sandbox Kit 规范提交给 CNCF。 卡片上不显示估值：$2.1B（母公司 Docker 投后（C 轮））是 Docker 整家公司的数字。" }, { "name": "E2B", "layer": "d2", "url": "https://e2b.dev", "hq": "旧金山（布拉格起家）", "founded": 2023, "desc": "开源 agent 沙箱云，一行 SDK 给 agent 开一台 microVM", "revenue": { "v": "$1.5M", "date": "2025-06", "kind": "聚合站估算（Caplight / Latka）", "src": "https://www.caplight.com/company/e2b" }, "total_raised": "累计融资约 $32M（公司口径：种子 + A 轮）；另有创始人说的 pre-seed 约 $2.6M", "funding": [ { "date": "2023", "round": "Pre-seed", "amount": "~$2.6M", "lead": "未披露", "src": "https://x.com/mlejva/status/2031375100742647919" }, { "date": "2024-10", "round": "种子轮", "amount": "$11.5M", "lead": "Decibel", "src": "https://x.com/mlejva/status/1846568274009698402" }, { "date": "2025-07", "round": "A 轮", "amount": "$21M", "lead": "Insight Partners", "src": "https://e2b.dev/blog/series-a" } ], "key_data": [ { "k": "累计沙箱数", "v": "20 亿（第二个 10 亿只用约 4 个月）", "date": "2026-10", "src": "https://x.com/e2b/status/2110458353059323929" }, { "k": "单日沙箱数", "v": "112 万", "date": "2025-03", "src": "https://x.com/mlejva/status/1905634430435098649" }, { "k": "agent 流量占比", "v": "61%", "date": "2026-10", "src": "https://x.com/mlejva/status/2110376076798992763" }, { "k": "npm 周下载", "v": "200 万+", "date": "2026-09", "src": "https://x.com/mlejva/status/2104296927001227572" }, { "k": "首次单月盈利", "v": "2025-12", "date": "2026-03", "src": "https://x.com/mlejva/status/2031375100742647919" }, { "k": "冷启动 p50", "v": "78 毫秒", "date": "2026-01", "src": "https://x.com/mlejva/status/2013979658249793701" } ], "customers": [ "Perplexity", "Hugging Face", "Groq", "Manus", "LMArena", "Lindy", "Genspark", "Factory", "ClickUp", "Cursor（自托管）" ], "note": "收入、估值从未公布，也没有 B 轮。官网「财富 100 强」口径是 signed up（注册），不是付费。2026-04 以后 E2B 和 Manus 都没公开说过是否还在合作。2026-08 起从纯 Firecracker 换成自研 runtime，并推出可私有部署的 E2B Embed。 估值未公开；网上「$104M 估值」只见于个人博客，未采用。" }, { "name": "Edera", "layer": "d2", "url": "https://edera.dev", "hq": "Seattle", "founded": 2024, "desc": "给每个容器 / agent 独立内核的隔离运行时，装在企业自己的 K8s 里", "total_raised": "累计融资约 $27M", "funding": [ { "date": "2025-02", "round": "A 轮", "amount": "$15M", "lead": "M12（微软旗下基金）", "src": "https://www.thesaasnews.com/news/edera-raises-15-million-in-series-a/" } ], "key_data": [ { "k": "2026 年新 Form D", "v": "$6.45M（2026-06 首笔出售）", "date": "2026-07", "src": "https://mentionfox.com/company/edera-inc-de" } ], "note": "公开宣布的是种子 $5M + A 轮 $15M = $20M；约 $27M 是 SEC Form D 四次申报合计（含 2026 年 $6.45M，未见公司公告）。主业是通用容器隔离，2026 年把 agent 沙箱作为重点场景（AI Agent Sandboxing 页、Project Lunchbox：快照、分叉、按能力授权）。" }, { "name": "Google Cloud Run sandboxes / Agent Sandbox", "layer": "d2", "url": "https://cloud.google.com/run", "hq": "Mountain View", "desc": "Google 的产品线：Cloud Run 内置沙箱跑 agent 生成的代码，另牵头开源 K8s Agent Sandbox", "total_raised": null, "funding": [], "key_data": [ { "k": "Cloud Run sandboxes 公测", "v": "2026-07-09；不另收费，用实例已分配的 CPU / 内存", "date": "2026-07", "src": "https://cloud.google.com/blog/topics/developers-practitioners/google-cloud-run-sandboxes-are-in-public-preview" }, { "k": "官方示例", "v": "一个服务起停 1,000 个沙箱，平均 500 毫秒", "date": "2026-07", "src": "https://cloud.google.com/blog/topics/developers-practitioners/google-cloud-run-sandboxes-are-in-public-preview" }, { "k": "kubernetes-sigs/agent-sandbox GitHub 星", "v": "4,231", "date": "2026-10", "src": "https://github.com/kubernetes-sigs/agent-sandbox" } ], "owner": "Google（Alphabet）产品线", "product_line_of": "Google", "note": "合并了两样东西：Cloud Run sandboxes（托管，公测）和 Google 在 KubeCon NA 2025-11 牵头的开源 K8s Agent Sandbox（gVisor / Kata，GKE 版有预热池）。Vertex AI Agent Engine Code Execution 2026-02 GA 也是同类。" }, { "name": "Modal", "layer": "d2", "url": "https://modal.com", "hq": "纽约", "founded": 2021, "desc": "通用 AI 云：推理、训练、沙箱一起卖，沙箱单项年化已达 3 亿美元", "valuation": { "v": "$15.75B", "date": "2026-10", "kind": "投后", "src": "https://modal.com/blog/1-billion-annualized-run-rate-series-d" }, "revenue": { "v": "$1B+", "date": "2026-10", "kind": "年化 / 公司自报（同比 15 倍以上）", "src": "https://modal.com/blog/1-billion-annualized-run-rate-series-d" }, "total_raised": "累计融资约 $1.2B", "funding": [ { "date": "2025-09", "round": "B 轮", "amount": "$87M", "lead": "Lux Capital", "post": "$1.1B", "src": "https://x.com/bernhardsson/status/1972649681701486821" }, { "date": "2026-05", "round": "C 轮", "amount": "$355M", "lead": "General Catalyst、Redpoint", "post": "$4.65B 投后", "src": "https://modal.com/blog/modal-series-c" }, { "date": "2026-10", "round": "D 轮", "amount": "$750M", "lead": "Accel", "post": "$15.75B 投后", "src": "https://modal.com/blog/1-billion-annualized-run-rate-series-d" } ], "key_data": [ { "k": "沙箱年化收入", "v": "$300M", "date": "2026-10", "src": "https://modal.com/blog/1-billion-annualized-run-rate-series-d" }, { "k": "累计沙箱数", "v": "近 30 亿", "date": "2026-10", "src": "https://modal.com/blog/1-billion-annualized-run-rate-series-d" }, { "k": "每日沙箱数", "v": "约 1,000 万", "date": "2026-03", "src": "https://x.com/bernhardsson/status/2032189127257436410" }, { "k": "沙箱收入月增速", "v": "+30%", "date": "2026-08", "src": "https://x.com/bernhardsson/status/2085689485321216262" }, { "k": "Sandboxes 产品年收入", "v": "$300M", "date": "2026-10", "src": "https://thenextweb.com/news/modal-750m-series-d-15-75bn-valuation" } ], "customers": [ "Lovable", "Ramp", "Cognition", "Quora", "Codegen", "DoorDash", "Linear", "Suno" ], "note": "不是纯沙箱公司，沙箱是 AI 云里的一个产品。2026-05 时沙箱占收入三分之一以上。种子、A 轮只有聚合站来源，未列。" }, { "name": "OpenAI Hosted Sandbox", "layer": "d2", "url": "https://developers.openai.com/api/docs/guides/agents", "hq": "San Francisco", "desc": "OpenAI 的产品线：Agents API 自带托管沙箱，和 Codex、ChatGPT 用同一套沙箱基础设施", "total_raised": null, "funding": [], "key_data": [ { "k": "上线", "v": "2026-09-10 随 Agents API 公测发布", "date": "2026-09", "src": "https://m.ithome.com/html/1001072.htm" } ], "owner": "OpenAI 产品线", "product_line_of": "OpenAI", "note": "按容器时长计费，没有平台附加费。Agents API 同时允许接自托管沙箱和第三方沙箱（E2B、Daytona、Modal 等 9 家），OpenAI 没有独占这个位置。数据驻留目前仅限美国。" }, { "name": "Runloop", "layer": "d2", "url": "https://runloop.ai", "hq": "旧金山", "founded": 2023, "desc": "给编程 agent 的云端 devbox，附基准测试和 RL 环境", "total_raised": "累计融资 $7M", "funding": [ { "date": "2025-07", "round": "种子轮", "amount": "$7M", "lead": "The General Partnership", "src": "https://x.com/RunloopDev/status/1950592229686358232" } ], "key_data": [ { "k": "单客户突发并发 devbox（Trajectory）", "v": "1 万+", "date": "2026-06", "src": "https://www.globenewswire.com/news-release/2026/06/10/3309979/0/en/Trajectory-Uses-Runloop-to-Scale-Continual-Learning-Workloads.html" }, { "k": "停止服务日期", "v": "2026-11-13", "date": "2026-10", "src": "https://docs.runloop.ai/docs/transitions/runloop-to-freestyle" } ], "customers": [ "Cohere", "Trajectory", "Detail.dev" ], "note": "重要：官方文档顶部写着 Runloop 正在关停服务，老客户支持到 2026-11-13，并给出迁到 Freestyle 的迁移指南（附 Freestyle 赠送额度）；没说是被收购还是合作。CEO Jonathan Wall 是 Google Wallet 联合创始人。曾进 OpenAI Agents SDK 七家沙箱名单。融资只有 $7M 种子，按收录标准偏低，因你点名而收。" }, { "name": "Unikraft", "layer": "d2", "url": "https://unikraft.com", "hq": "San Francisco", "founded": 2021, "founded_month": "2021-06", "desc": "基于 unikernel 的毫秒级云平台，主打 10 毫秒起停的沙箱和 agent 负载", "valuation": { "v": "$17M–$23M", "date": "2025-10", "kind": "聚合站估算（CB Insights）", "src": "https://www.cbinsights.com/company/unikraft/financials" }, "total_raised": "累计融资 $6M", "funding": [ { "date": "2025-10", "round": "种子轮", "amount": "$6M", "lead": "Heavybit", "src": "http://investor.wedbush.com/wedbush/article/bizwire-2025-10-10-unikraft-launches-with-6m-to-drive-dramatic-new-efficiencies-in-scale-and-cost-for-cloud-computing-in-the-ai-era" } ], "key_data": [ { "k": "冷启动 / 缩到零", "v": "<10 毫秒（公司自报）", "date": "2026-10", "src": "https://unikraft.com" }, { "k": "单台服务器实例数", "v": "10 万+ microVM（公司自报）", "date": "2026-10", "src": "https://unikraft.com" } ], "customers": [ "Netlify", "Prisma", "Indices", "Cuemby" ], "note": "这轮是 Vercel Ventures 的第一笔投资。官网定位是「沙箱、AI agent 或任何负载」的计算层，沙箱排第一但不只做沙箱。技术源自 NEC 欧洲实验室和 Linux Foundation 开源项目，早期公司实体在德国海德堡。" }, { "name": "Vercel Sandbox", "layer": "d2", "url": "https://vercel.com/sandbox", "hq": "旧金山", "founded": 2025, "desc": "Vercel 产品线：microVM 沙箱，只按实际 CPU 时间计费", "total_raised": null, "funding": [], "key_data": [ { "k": "每天创建沙箱", "v": "350 万+", "date": "2026-07", "src": "https://x.com/rauchg/status/2077559189015335019" }, { "k": "日活月增速", "v": "100%", "date": "2026-07", "src": "https://x.com/rauchg/status/2077559189015335019" }, { "k": "正式发布（GA）", "v": "2026-01-31", "date": "2026-01", "src": "https://x.com/rauchg/status/2017423825152184772" }, { "k": "Active CPU 单价", "v": "$0.128 / 小时", "date": "2026-09", "src": "https://vercel.com/docs/sandbox/pricing" } ], "customers": [ "Notion", "Airtable", "Meta", "Zapier", "CodeRabbit", "BLACKBOX AI", "Conductor" ], "owner": "Vercel 产品线", "product_line_of": "Vercel", "note": "收入、估值都是 Vercel 全公司的数，不是沙箱单项。进了 OpenAI Agents SDK 和 Claude Managed Agents 的沙箱名单。2026-08 办了 $1M 沙箱逃逸悬赏，发现过 Linux 内核网络栈缺陷和一个 KVM 0day（Vercel CEO 公开确认）。 卡片上不显示金额：这是母公司整体的数字，不是这条产品线自己的。Vercel 全公司年化 $340M、估值 $9.3B。" }, { "name": "Akto", "layer": "e1", "url": "https://www.akto.io", "hq": "旧金山", "founded": 2022, "founded_month": "2022-01", "desc": "API 安全起家，现做 agent 与 MCP 的发现、红队和防护", "total_raised": "累计融资约 $11.5M（聚合站估算）", "funding": [ { "date": "2025-09", "round": "A 轮", "amount": "$7M", "lead": "Accel", "src": "https://castleplacement.com/top-10-cloudtech-capital-raises-and-investors-in-the-u-s-september-1st-15th-2025/" } ], "key_data": [ { "k": "MCP 安全产品", "v": "2025-06 推出，自称业内首个 MCP 安全方案", "date": "2025-06", "src": "https://www.akto.io/blog/first-mcp-security-by-akto" } ], "note": "融资只找到聚合站（Castle Placement、CB Insights）出处，未找到公司一手公告；成立年份 CB Insights 写 2022，PitchBook 写 2021。" }, { "name": "CalypsoAI", "layer": "e1", "url": "https://calypsoai.com", "hq": "都柏林 / 纽约", "founded": 2018, "desc": "AI 红队、推理层护栏与可观测，保护企业生成式 AI 与 agent", "total_raised": "累计融资超 $40M（投资方 Paladin 口径）", "funding": [ { "date": "2023", "round": "融资", "amount": "$23M", "lead": "Paladin Capital Group", "src": "https://www.geekwire.com/2025/f5-paying-180m-to-acquire-calypsoai-to-boost-ai-enterprise-security-offerings/" } ], "key_data": [], "owner": "被 F5 收购，2025-09-10 宣布、2025-09 下旬完成，$1.8 亿", "note": "累计融资各处口径不一（Paladin 称超 $40M，Business Plus 称约 $38M）；2023 融资月份未核。" }, { "name": "Guardrails AI", "layer": "e1", "url": "https://www.guardrailsai.com", "hq": "旧金山", "founded": 2023, "desc": "开源 AI 护栏框架，校验 LLM 输出并压测 agent", "total_raised": "累计融资 $7.5M（种子轮；跟投含 Bloomberg Beta、Pear VC、Factory、GitHub Fund）", "funding": [ { "date": "2024-02", "round": "种子轮", "amount": "$7.5M", "lead": "Zetta Venture Partners", "src": "https://www.geekwire.com/2024/guardrails-ai-a-startup-co-founded-by-seattle-tech-vet-diego-oppenheimer-raises-7-5m/" } ], "key_data": [ { "k": "框架月下载", "v": "25 万+（Harvey 公告口径；PyPI 独立统计约为其一半）", "date": "2026-09", "src": "https://www.harvey.ai/blog/guardrails-ai-joins-harvey" } ], "owner": "被 Harvey 收购，2026-09-09，金额未公布", "note": "联合创始人 Shreya Rajpal、Zayd Simjee 及团队并入 Harvey 工程团队，属收购人才为主；开源框架仍在维护但前景取决于 Harvey。收入未公布，聚合站估算不采用。" }, { "name": "HiddenLayer", "layer": "e1", "url": "https://hiddenlayer.com", "hq": "奥斯汀", "founded": 2022, "founded_month": "2022-03", "desc": "给企业的 AI 模型与 agent 做供应链扫描、红队和运行时防护", "total_raised": "累计融资约 $156M（媒体口径）", "funding": [ { "date": "2023-09", "round": "A 轮", "amount": "$50M", "lead": "M12、Moore Strategic Ventures", "src": "https://www.hiddenlayer.com/news/hiddenlayer-raises-50m-in-series-a-funding-to-safeguard-ai" }, { "date": "2026-09", "round": "B 轮", "amount": "$100M", "lead": "Delta-v Capital", "src": "https://siliconangle.com/2026/09/02/hiddenlayer-raises-100m-and-huskeys-27m-for-ai-security/" } ], "key_data": [ { "k": "ARR 增速", "v": "一年增 10 倍以上，达到「数千万美元」", "date": "2026-09", "src": "https://dealroom.co/news/148450-hiddenlayer-raises-100m-series-b-a-top-tier-round-for-us-ai-security/" }, { "k": "新增平台客户", "v": "过去一年 50+", "date": "2026-09", "src": "https://siliconangle.com/2026/09/02/hiddenlayer-raises-100m-and-huskeys-27m-for-ai-security/" } ], "note": "B 轮估值公司未披露，仅有二级市场推算（约 $383–387M）的低权威来源，未采用；ARR 只有区间说法，没有具体数字。" }, { "name": "Lakera", "layer": "e1", "url": "https://www.lakera.ai", "hq": "苏黎世", "founded": 2021, "desc": "LLM 与 agent 的提示注入防护和红队测试（Lakera Guard）", "valuation": { "v": "~$300M", "date": "2025-09", "kind": "收购价（Globes 报道，未官方披露）", "src": "https://gnet.globes.co.il/en/article-check-point-buys-swiss-ai-security-co-lakera-1001521951" }, "total_raised": "累计融资 ~$30M", "funding": [ { "date": "2024-07", "round": "A 轮", "amount": "$20M", "lead": "Atomico", "src": "https://www.redalpine.com/post/redalpine-s-july-update" }, { "date": "2025-09", "round": "被 Check Point 收购", "amount": "~$300M（报道）", "lead": "Check Point", "post": "", "src": "https://gnet.globes.co.il/en/article-check-point-buys-swiss-ai-security-co-lakera-1001521951" } ], "key_data": [ { "k": "员工数", "v": "70", "date": "2025-09", "src": "https://gnet.globes.co.il/en/article-check-point-buys-swiss-ai-security-co-lakera-1001521951" } ], "owner": "被 Check Point 收购，2025-10 完成，约 $300M", "note": "累计融资为 $10M 种子 + $20M A 轮相加" }, { "name": "Lasso Security", "layer": "e1", "url": "https://www.lasso.security", "hq": "特拉维夫", "founded": 2023, "desc": "AI 与 agent 运行时防护，主打只用 CPU 的低成本护栏 LEAP", "total_raised": "累计融资 ~$36M", "funding": [ { "date": "2023-06", "round": "种子轮", "amount": "$6M", "lead": "Entrée Capital", "src": "https://www.helpnetsecurity.com/tag/lasso-security/" }, { "date": "2026-09", "round": "A 轮", "amount": "$30M", "lead": "ClearSky", "src": "https://www.finsmes.com/2026/09/lasso-security-raises-30m-in-funding.html" } ], "key_data": [ { "k": "收入增长", "v": "过去 12 个月 +500%（公司自报）", "date": "2026-09", "src": "https://dealroom.co/news/148347-lasso-security-raises-30m-series-a-to-run-ai-guardrails-without-gpus/" } ], "customers": [ "美国联邦政府部分部门" ], "note": "累计融资为两轮公开金额相加" }, { "name": "Onyx Security", "layer": "e1", "url": "https://www.onyx.security", "hq": "纽约 / 以色列", "founded": 2024, "desc": "企业 AI agent 控制平面：管权限、看行为、实时纠正越界动作", "valuation": { "v": "~$640M", "date": "2026-07", "kind": "报道（公司未官宣）", "src": "https://thenextweb.com/news/onyx-security-113m-series-b-ai-agent-control-plane" }, "total_raised": "累计融资 $153M", "funding": [ { "date": "2026-07", "round": "B 轮", "amount": "$113M", "lead": "Bessemer Venture Partners", "post": "~$640M 投后（报道）", "src": "https://dealroom.co/news/141979-onyx-raises-113m-series-b-at-640m-valuation-four-months-after-leaving-st/" } ], "key_data": [ { "k": "受保护 agent 数", "v": "110 万+（公司自报）", "date": "2026-07", "src": "https://thenextweb.com/news/onyx-security-113m-series-b-ai-agent-control-plane" }, { "k": "员工数", "v": "80+", "date": "2026-07", "src": "https://dealroom.co/news/141979-onyx-raises-113m-series-b-at-640m-valuation-four-months-after-leaving-st/" }, { "k": "收入增速", "v": "出隐身 4 个月收入涨到 4 倍（公司自报，未给绝对值）", "date": "2026-07", "src": "https://www.tmcnet.com/usubmit/2026/07/29/10422436.htm" } ], "note": "2026-03 出隐身期；Anthropic 2026-06 称已集成其技术。Forge 给的投后为 $614M，与报道的 $640M 略有出入" }, { "name": "Pangea", "layer": "e1", "url": "https://pangea.cloud", "hq": "帕洛阿尔托", "founded": 2021, "desc": "提示词层 AI 防护，防注入和数据泄漏", "total_raised": "累计融资 $51M（媒体口径）", "funding": [ { "date": "2022-11", "round": "B 轮", "amount": "$26M", "lead": "GV", "src": "https://www.bankinfosecurity.net/crowdstrike-buys-pangea-for-260m-to-guard-enterprise-ai-use-a-29480" } ], "key_data": [], "owner": "被 CrowdStrike 收购，2025-09-16 宣布，$2.6 亿，已完成交割（交割日期未核到）", "note": "$2.6 亿金额来自媒体（BankInfoSecurity、Forbes），CrowdStrike 新闻稿未写金额。" }, { "name": "Pillar Security", "layer": "e1", "url": "https://www.pillar.security", "hq": "特拉维夫", "founded": 2024, "desc": "覆盖 AI 全生命周期的安全平台：资产盘点、红队、自适应护栏", "total_raised": "累计融资 $9M", "funding": [ { "date": "2025-04", "round": "种子轮", "amount": "$9M", "lead": "Shield Capital", "src": "https://www.pillar.security/blog/pillar-security-raises-9m-to-help-companies-build-and-run-secure-ai-software" } ], "key_data": [], "note": "注意别和 a16z 投的做对冲的同名公司 Pillar 混淆；成立年份 SecurityWeek 写 2024-10，PitchBook 写 2023，取前者。未查到 2026 年新一轮。" }, { "name": "Robust Intelligence", "layer": "e1", "url": "https://www.cisco.com/site/us/en/products/security/ai-defense/index.html", "hq": "旧金山", "founded": 2019, "desc": "AI 防火墙与算法红队，现为 Cisco AI Defense 的核心", "total_raised": null, "funding": [ { "date": "2021-12", "round": "B 轮", "amount": "$30M", "lead": "Tiger Global（Sequoia、Harpoon Venture Capital、Engineering Capital 跟投）", "src": "https://techcrunch.com/2021/12/09/robust-intelligence-raises-30m-series-b-to-stress-test-ai-models/" } ], "key_data": [], "owner": "被 Cisco 收购，2024-08-26 宣布、2024-09-24 完成，金额官方未公布", "note": "451 Research 估算交易额约 $350M，非官方数字，仅供参考；累计融资总额未核到。" }, { "name": "Alice（原 ActiveFence）", "layer": "e2", "url": "https://alice.io", "hq": "纽约（以色列团队）", "founded": 2018, "desc": "给模型和 agent 做红队测试与实时防护，客户含大模型实验室", "valuation": { "v": "$700–800M", "date": "2026-08", "kind": "报道（口径冲突：CEO 称接近 $10 亿）", "src": "https://thenextweb.com/news/alice-140m-funding-ai-security-apax-digital" }, "revenue": { "v": "~$100M", "date": "2026-08", "kind": "ARR，接近 1 亿（媒体报道，来自知情人士）", "src": "https://en.globes.co.il/en/article-israeli-ai-security-co-alice-raises-140m-1001553384" }, "total_raised": "累计融资 $280M", "funding": [ { "date": "2026-08", "round": "D 轮", "amount": "$140M", "lead": "Apax Digital", "post": "$700–800M（报道口径，CEO 对彭博称接近 $10 亿）", "src": "https://en.globes.co.il/en/article-israeli-ai-security-co-alice-raises-140m-1001553384" } ], "key_data": [], "customers": [ "Anthropic", "Google", "Nvidia", "Cohere" ], "note": "2018 年以 ActiveFence 创立，原做社交平台内容审核，2022 年起转向 AI 模型安全，2026-01 更名 Alice；公司公告未给估值，估值为媒体说法。" }, { "name": "Gray Swan AI", "layer": "e2", "url": "https://www.grayswan.ai", "hq": "匹兹堡", "founded": 2023, "desc": "AI 红队与实时防护，客户含各大模型实验室", "valuation": { "v": "$200M", "date": "2026-05", "kind": "A 轮后估值（Forbes 报道）", "src": "https://www.forbes.com.au/news/innovation/this-ai-startups-army-of-15000-hackers-pressure-test-claude-gpt-5-and-gemini/" }, "total_raised": "累计融资约 $45.5M（种子 $5.5M + A 轮 $40M）", "funding": [ { "date": "2024-10", "round": "种子轮", "amount": "$5.5M", "lead": "未披露（含非传统投资人与亲友）", "src": "https://www.forbes.com.tr/teknoloji/bu-hacker-ekibi-openai-ve-anthropic-gibi-sirketler-icin-yapay-zeka-modellerini-kursun-gecirmez-hale-getiriyor" }, { "date": "2026-05", "round": "A 轮", "amount": "$40M", "lead": "Wing Venture Capital、Madrona 共同领投", "post": "$200M 估值（Forbes 报道）", "src": "https://www.madrona.com/gray-swan-series-a/" } ], "key_data": [ { "k": "Arena 红队研究员", "v": "1.5 万+，累计超百万条真实攻击轨迹", "date": "2026-05", "src": "https://www.madrona.com/gray-swan-series-a/" }, { "k": "被前沿模型系统卡引用", "v": "11 份（含 OpenAI、Anthropic、Meta）", "date": "2026-05", "src": "https://www.madrona.com/gray-swan-series-a/" }, { "k": "企业客户", "v": "20 家", "date": "2026-05", "src": "https://www.forbes.com.au/news/innovation/this-ai-startups-army-of-15000-hackers-pressure-test-claude-gpt-5-and-gemini/" } ], "customers": [ "OpenAI", "Anthropic", "Google DeepMind", "Meta", "xAI" ], "note": "联合创始人 Matt Fredrikson（CEO）、Zico Kolter（首席科学家，OpenAI 董事会成员）为卡内基梅隆大学教授；收入未公布。种子轮来自 Forbes 报道的公司说法，领投方未披露。" }, { "name": "Haize Labs", "layer": "e2", "url": "https://www.haizelabs.com", "hq": "纽约", "founded": 2023, "desc": "自动化红队与评测：大规模攻击 LLM / agent 找失效点，也做裁判模型", "valuation": { "v": "~$100M", "date": "2024-08", "kind": "聚合站估算（CB Insights）", "src": "https://www.cbinsights.com/company/haize-labs/financials" }, "total_raised": "累计融资约 $12.5M（种子轮，General Catalyst 领投）", "funding": [ { "date": "2024-08", "round": "种子轮", "amount": "$12.5M", "lead": "General Catalyst", "post": "~$100M（报道）", "src": "https://druce.ai/governance/wiki/vendors/haize-labs" }, { "date": "2026-09", "round": "被 Beacon Software 收购", "amount": "未披露", "lead": "Beacon Software", "post": "", "src": "https://betakit.com/beacon-buys-new-yorks-haize-labs-to-boost-ai-reliability-across-its-portfolio/" } ], "key_data": [], "customers": [ "Anthropic", "OpenAI", "Scale AI" ], "owner": "被 Beacon Software 收购，2026-09，金额未披露", "note": "团队并入 Beacon 做应用 AI 研究组，对外产品前景不明；种子轮估值来源较弱 Beacon 是收购并整合软件公司的 AI 控股公司；CEO Leonard Tang 转任 Beacon AI 研究副总裁" }, { "name": "Irregular", "layer": "e2", "url": "https://www.irregular.com", "hq": "特拉维夫", "founded": 2023, "desc": "前沿 AI 安全实验室，用模拟攻防环境替前沿实验室在模型发布前做网络攻击能力评测", "valuation": { "v": "$450M", "date": "2025-09", "kind": "TechCrunch 引知情人士；2026-09 Globes 报道正在谈新一轮，估值约 $1.5B，未交割", "src": "https://en.globes.co.il/en/article-irregular-raising-funds-at-15b-valuation-1001557345" }, "total_raised": "累计融资 $80M（媒体报道）", "funding": [ { "date": "2025-09", "round": "融资（轮次未标）", "amount": "$80M", "lead": "Sequoia Capital、Redpoint Ventures", "post": "估值约 $450M（知情人士）", "src": "https://techcrunch.com/2025/09/17/irregular-raises-80-million-to-secure-frontier-ai-models/" } ], "key_data": [ { "k": "员工数", "v": "约 50 人", "date": "2026-09", "src": "https://www.globes.co.il/news/article.aspx?did=1001557340" } ], "customers": [ "Anthropic", "OpenAI", "Google", "Meta" ], "note": "原名 Pattern Labs，创始人 Dan Lahav（CEO）、Omer Nevo（CTO）。评测框架 SOLVE 被业内广泛使用；工作被引用于 Claude 3.7 Sonnet、OpenAI o3 / o4-mini 的安全评测。2026-07 至 09 间 OpenAI、Anthropic、Meta、Google 先后披露模型在 Irregular 测试环境里联网并入侵真实公司，Irregular 称是出口配置问题并已切断模型联网（CNBC、TNW 转述）。新一轮：TheMarker 报道拟融 $100–200M，Thrive Capital 与 Greenoaks 领投，尚未完成。收入没公开。2025 年稿在 TechCrunch 写作 AI 评测与安全，归 e2 红队测试合理（偏前沿模型能力评测，不是企业红队服务）。" }, { "name": "Mindgard", "layer": "e2", "url": "https://mindgard.ai", "hq": "伦敦 / 波士顿", "founded": 2022, "founded_month": "2022-05", "desc": "AI 自动化红队与运行时防护，兰卡斯特大学衍生", "total_raised": "累计融资约 $42M（Dealroom 口径）", "funding": [ { "date": "2026-08", "round": "A 轮", "amount": "$30M", "lead": "Album VC", "src": "https://www.businesswirenews.com/news/home/20260812503461/en/Mindgard-Raises-%2430M-Series-A-by-Turning-Attacker-Behavioral-Intelligence-into-Effective-AI-Defense" } ], "key_data": [ { "k": "公开披露的 AI 产品漏洞", "v": "150+（含 Cursor、Google Antigravity、ChatGPT）", "date": "2026-08", "src": "https://www.businesswirenews.com/news/home/20260812503461/en/Mindgard-Raises-%2430M-Series-A-by-Turning-Attacker-Behavioral-Intelligence-into-Effective-AI-Defense" } ], "note": "累计 $42M 来自 Dealroom 摘要，公司稿未写总额。" }, { "name": "Promptfoo", "layer": "e2", "url": "https://www.promptfoo.dev", "hq": "加州圣马特奥", "founded": 2024, "desc": "开源 LLM 评测与红队工具，测注入、越狱和泄露", "valuation": { "v": "$86M", "date": "2025-07", "kind": "A 轮投后（PitchBook，经 TechCrunch 引用；其他报道有 $119M 说法）", "src": "https://techcrunch.com/2026/03/09/openai-acquires-promptfoo-to-secure-its-ai-agents/" }, "total_raised": "累计融资约 $23M", "funding": [ { "date": "2024", "round": "种子轮", "amount": "$5M", "lead": "a16z", "src": "https://thenextweb.com/news/openai-acquires-promptfoo-ai-security-frontier" }, { "date": "2025-07", "round": "A 轮", "amount": "$18.4M", "lead": "Insight Partners（a16z 跟投）", "post": "$86M 投后（PitchBook 口径）", "src": "https://www.cnbc.com/amp/2026/03/09/open-ai-cybersecurity-promptfoo-ai-agents.html" } ], "key_data": [ { "k": "开发者使用数", "v": "35 万+开发者用过，13 万月活", "date": "2026-03", "src": "https://www.promptfoo.dev/blog/promptfoo-joining-openai/" }, { "k": "财富 500 强渗透", "v": "超过 25% 的财富 500 强团队在用", "date": "2026-03", "src": "https://openai.com/ja-JP/index/openai-to-acquire-promptfoo/" } ], "owner": "被 OpenAI 收购，2026-03-09 宣布，金额未公布（宣布时写明交割尚需满足惯例条件，是否已交割未查到）", "note": "技术并入 OpenAI Frontier，开源项目继续维护、继续支持多家模型。收入未公布。种子轮日期只知 2024 年。" }, { "name": "SPLX", "layer": "e2", "url": "https://splx.ai", "founded": 2023, "desc": "AI 资产发现、自动化红队与运行时护栏，现属 Zscaler", "total_raised": "累计融资 $9M（媒体口径）", "funding": [ { "date": "2025-03", "round": "种子轮", "amount": "$7M", "lead": "LAUNCHub Ventures、Inovo Venture Partners", "src": "https://www.securityweek.com/zscaler-acquires-ai-security-company-splx/" } ], "key_data": [], "owner": "被 Zscaler 收购，2025-11-03 完成，金额未公布", "note": "又名 SplxAI；总部未核实故未写。" }, { "name": "TrojAI", "layer": "e2", "url": "https://troj.ai", "hq": "圣约翰（加拿大新不伦瑞克）", "founded": 2019, "desc": "上线前对模型和智能体做自动红队，运行时挡提示注入、数据泄露，支持 MCP", "total_raised": "累计融资约 $9.5M–12.1M（聚合站口径不一，公司未披露）", "funding": [ { "date": "2024-04", "round": "种子轮", "amount": "$5.75M", "src": "https://www.tmcnet.com/usubmit/2024/04/03/9988331.htm", "lead": "Flying Fish（Build Ventures、Techstars、Alteryx Ventures、Flybridge Capital Partners 跟投）" } ], "key_data": [ { "k": "收购", "v": "A10 称收购完成并已并入「TrojAI by A10 Networks」，预计对 2026 财年业绩无重大影响", "date": "2026-06", "src": "https://securityboulevard.com/2026/06/a10-acquires-trojai-to-extend-ai-security-into-agent-workflows/" } ], "owner": "2026-06-15 被 A10 Networks（NYSE: ATEN）收购，金额未披露", "note": "分组提醒：公司主业是红队测试（Detect）加运行时防护（Defend），模型后门 / 木马扫描只是早期产品方向，更像 e2 而不是 e5。累计融资数字只有聚合站（Parsers VC $9.5M、CB Insights $12.11M），未找到一手披露，故区间写法。收入、估值没公开。创办时间 2019，由 James Stewart 与 Stephen Goddard 创立（Envision Saint John 报道）。" }, { "name": "Virtue AI", "layer": "e2", "url": "https://www.virtueai.com", "hq": "旧金山", "founded": 2024, "desc": "给企业 AI 和 agent 做自动红队测试、运行时护栏与安全治理", "total_raised": "累计公开融资 $30M", "funding": [ { "date": "2025-04", "round": "种子 + A 轮", "amount": "$30M", "lead": "Lightspeed、Walden Catalyst 联合领投", "src": "https://www.businesswire.com/news/home/20250415693312/en/Virtue-AI-Raises-$30-Million-in-Seed-and-Series-A-Funding-to-Bridge-the-Critical-AI-Security-Gap" } ], "key_data": [], "customers": [ "OpenAI", "Anthropic", "NIST" ], "note": "2026-06 Meta 超级智能实验室把李博、宋晓冬、Sanmi Koyejo 及核心团队招入（只收团队，不收公司实体和客户合同）；2026-10 Meta 确认与该团队分道扬镳（Axios、Semafor/News18 报道）。公司后续运营状态未公开，客户名单取自 ETHRWorld 报道。" }, { "name": "Aikido Security", "layer": "e3", "url": "https://www.aikido.dev/", "hq": "根特", "founded": 2022, "founded_month": "2022-10", "desc": "一个平台扫代码到云；Infinite 对每次发布做 AI 渗透测试并自动修复", "valuation": { "v": "$1B", "date": "2026-01", "kind": "B 轮估值，公司公告/媒体", "src": "https://techcrunch.com/2026/01/31/meet-the-new-european-unicorns-of-2026/" }, "revenue": { "v": "约 $25M", "date": "2026-04", "kind": "ARR，聚合站估算（arr.club，未找到一手）", "src": "https://www.arr.club/signal/aikido-arr-hit-25m-with-unicorn-status-in-three-years" }, "total_raised": "累计融资未核实到公司口径", "funding": [ { "date": "2026-01", "round": "B 轮", "amount": "$60M", "lead": "DST Global", "post": "投后 $1B", "src": "https://sifted.eu/articles/aikido-security-hits-unicorn-valuation-with-60m-series-b-raise" } ], "key_data": [ { "k": "使用团队", "v": "100,000+", "date": "2026-01", "src": "https://pt.aikido.dev/blog/aikido-funding-series-b" }, { "k": "收入/客户增长", "v": "一年收入 5 倍，客户近 3 倍", "date": "2026-01", "src": "https://pt.aikido.dev/blog/aikido-funding-series-b" } ], "customers": [ "Premier League", "SoundCloud", "Niantic", "Visma", "Revolut" ], "note": "2026-06 收购 Root（自动补丁），推出 Aikido Libraries/Images。成立月份未核实。" }, { "name": "Apiiro", "layer": "e3", "url": "https://apiiro.com/", "hq": "纽约", "founded": 2019, "desc": "Guardian Agent 嵌入 AI 编码工具与 IDE，阻止不安全代码生成并自动修复", "total_raised": "累计融资约 $135M", "funding": [ { "date": "2020-10", "round": "A 轮", "amount": "$35M", "src": "https://www.businessinsider.com/startup-apiiro-cybersecurity-developers-launch-schlein-perkins-2020-10", "lead": "Kleiner Perkins、Greylock Partners（联合领投）" }, { "date": "2022-11", "round": "B 轮", "amount": "$100M", "lead": "General Catalyst", "src": "https://apiiro.com/news_item/apiiro-raises-100m-series-b-funding-round/" } ], "key_data": [ { "k": "ARR 增长", "v": "2025 年 +104%", "date": "2026-01", "src": "https://www.globenewswire.com/news-release/2026/01/08/3215425/0/en/apiiro-achieves-104-arr-growth-in-2025-as-fortune-500-adopt-agentic-appsec-to-reduce-massive-risk-across-the-software-development-lifecycle.html" } ], "customers": [ "BlackRock", "USAA", "Bloomberg" ], "note": "2022 年 Palo Alto Networks 传出 $5.5 亿以上收购谈判后破裂（Globes）。2026-08 AutoFix 对开源维护者免费。估值、绝对收入未公开。" }, { "name": "Backslash Security", "layer": "e3", "url": "https://www.backslash.security/", "hq": "特拉维夫", "founded": 2022, "founded_month": "2022-04", "desc": "管控 IDE、编码智能体与 MCP，给 vibe coding 做可见性和实时防护", "total_raised": "累计融资约 $27M", "funding": [ { "date": "2023-03", "round": "种子轮", "amount": "$8M", "lead": "StageOne / First Rays", "src": "https://parsers.vc/startup/backslash.security/" }, { "date": "2026-02", "round": "A 轮", "amount": "$19M", "lead": "KOMPAS VC", "src": "https://www.globenewswire.com/de/news-release/2026/02/10/3235388/0/en/Backslash-Security-Raises-19M-Series-A-to-Secure-Vibe-Coding-Boom-in-the-Enterprise-Bolsters-Board-with-Cybersecurity-Industry-Leader.html" } ], "note": "2026-09 官网定位已转向「每个企业终端上的智能体 AI 层」，与 e3 边界部分重叠。估值、收入未公开。" }, { "name": "Claude Code Security Review（Anthropic）", "layer": "e3", "url": "https://code.claude.com/docs/en/claude-security", "hq": "旧金山", "founded": 2025, "desc": "/security-review 与 GitHub Action 审查改动，后续升级为扫描并打补丁的 Claude Security", "key_data": [ { "k": "累计使用", "v": "数千家组织，发现超百万个漏洞（Anthropic 称）", "date": "2026-10", "src": "https://explainx.ai/blog/claude-security-continuous-scanning-fix-tracking-api-mcp-2026" } ], "owner": "2026-02 推出 Claude Code Security，2026-04 改名 Claude Security（企业版公开 beta）", "product_line_of": "Anthropic", "note": "2025-08 /security-review 命令与 GitHub Action（ZDNet: https://www.zdnet.com/article/claude-code-makes-it-easy-to-trigger-a-code-check-now-with-this-simple-command/）；2026-02-20 Claude Code Security 限量预览；2026-04-30 更名 Claude Security，Enterprise 公开 beta（https://www.infosecurity-magazine.com/news/anthropic-claude-security-for-ai/）；2026-07 做成 Claude Code 插件 beta；2026-10-21 加入持续扫描、API、MCP。无独立收入与估值。" }, { "name": "Corridor", "layer": "e3", "url": "https://corridor.dev/", "hq": "旧金山", "founded": 2025, "desc": "在 Cursor、Claude Code 内逐次编辑实时扫描，AI 写代码时就拦下漏洞", "valuation": { "v": "$200M", "date": "2026-03", "kind": "A 轮估值，Forbes 报道", "src": "https://www.forbes.com/sites/thomasbrewster/2026/03/18/corridor-200-million-ai-cyber-startup/" }, "total_raised": "累计融资约 $30.4M（Caplight 聚合站）", "funding": [ { "date": "2025-08", "round": "种子轮", "amount": "$5.4M", "src": "https://www.corridor.dev/blog/introducing-corridor/", "lead": "Conviction" }, { "date": "2026-03", "round": "A 轮", "amount": "$25M", "lead": "Felicis", "post": "估值 $200M", "src": "https://www.forbes.com/sites/thomasbrewster/2026/03/18/corridor-200-million-ai-cyber-startup/" } ], "customers": [ "Mercor", "Langchain", "Pylon" ], "note": "创始人 Jack Cable（前 CISA）、Ashwin Ramaswami；Alex Stamos 任首席产品官（招聘页）。收入未公开。" }, { "name": "DryRun Security", "layer": "e3", "url": "https://www.dryrun.security/", "hq": "奥斯汀", "founded": 2023, "desc": "每次代码变更用多模型做上下文安全分析，自然语言写策略，拦 AI 生成代码的风险", "total_raised": "累计融资约 $11M（聚合站）", "funding": [ { "date": "2025-01", "round": "种子轮", "amount": "$8.7M", "lead": "Work-Bench", "src": "https://siliconangle.com/2025/01/22/dryrun-security-raises-8-7m-advance-ai-driven-application-security/" } ], "note": "估值、收入、客户均未公开；2025-01 后未见新融资。" }, { "name": "Endor Labs", "layer": "e3", "url": "https://www.endorlabs.com/", "hq": "帕洛阿尔托", "founded": 2021, "desc": "AURI 平台：以钩子/MCP 嵌入编码智能体，扫描 AI 写的代码并给出不破坏应用的修复", "total_raised": "累计融资约 $163M（公司招聘页口径；聚合站写 $188M）", "funding": [ { "date": "2023", "round": "A 轮", "amount": "$70M", "lead": "Lightspeed", "src": "https://techcrunch.com/2025/04/23/endor-labs-which-builds-tools-to-scan-ai-generated-code-for-vulnerabilities-lands-93m/" }, { "date": "2025-04", "round": "B 轮", "amount": "$93M", "lead": "DFJ Growth", "src": "https://www.nasdaq.com/press-release/endor-labs-raises-93m-series-b-secure-ai-code-revolution-2025-04-23" } ], "key_data": [ { "k": "ARR 增长", "v": "18 个月 30 倍，净收入留存 166%", "date": "2025-04", "src": "https://www.nasdaq.com/press-release/endor-labs-raises-93m-series-b-secure-ai-code-revolution-2025-04-23" } ], "customers": [ "OpenAI", "SpaceX", "DoorDash", "Dropbox", "Atlassian", "MongoDB", "Snowflake", "Robinhood" ], "note": "成立年份 2021 为查到的说法，月份未核实。估值、绝对收入未公开；B 轮后未查到新融资。" }, { "name": "Google DeepMind CodeMender", "layer": "e3", "url": "https://blog.google/security/from-finding-to-fixing-reducing-maintainer-burden-with-automated-patches/", "hq": "山景城", "founded": 2025, "desc": "Gemini 驱动的智能体，找漏洞、沙箱自测并向上游提交补丁", "key_data": [ { "k": "首半年上游开源安全修复", "v": "72 个", "date": "2025-10", "src": "https://cloud.tencent.com.cn/developer/article/2682928" } ], "product_line_of": "Google", "note": "2025-10 DeepMind 作研究项目发布；2026-05 I/O 并入 Agent Platform 向外部测试者开放；2026-07-21 作为受管智能体在 Gemini Enterprise Agent Platform 公开预览（Infosecurity Magazine: https://www.infosecurity-magazine.com/news/google-codemender-available-ai/）。无独立收入与估值。" }, { "name": "OpenAI Aardvark", "layer": "e3", "url": "https://openai.com/index/codex-security-now-in-research-preview/", "hq": "旧金山", "founded": 2025, "desc": "建项目威胁模型，沙箱里验证漏洞并生成补丁的应用安全智能体", "key_data": [ { "k": "测试规模", "v": "扫描 120 万次提交，发现 792 个严重漏洞", "date": "2026-03", "src": "https://www.thaicert.or.th/en/2026/03/09/openai-launches-codex-security-scanning-1-2-million-code-commits-and-detecting-792-critical-vulnerabilities/" } ], "owner": "已改名 Codex Security（2026-03 研究预览）", "product_line_of": "OpenAI", "note": "2025-10 以 Aardvark 私测；2026-03-06 改名 Codex Security，向 ChatGPT Pro/Enterprise/Business/Edu 开研究预览；2026-07 开源 Codex Security CLI（Apache 2.0，扫描后端仍限批准客户）。截至 10-25 未见「正式 GA」说法，仍为预览/beta。无独立收入与估值。" }, { "name": "Pixee", "layer": "e3", "url": "https://www.pixee.ai/", "hq": "巴尔的摩", "founded": 2022, "desc": "智能体自动分诊扫描告警并直接提交可合并的修复 PR", "total_raised": "累计融资约 $15M", "funding": [ { "date": "2025-05", "round": "种子轮", "amount": "$15M", "lead": "Decibel / Wing VC", "src": "https://regtechanalyst.com/application-security-startup-pixee-secures-15m-to-automate-code-remediation-with-ai/" } ], "key_data": [ { "k": "开发者修复采纳率", "v": "76%", "date": "2025-06", "src": "https://technical.ly/entrepreneurship/pixee-cybersecurity-automation-seed-raise/" } ], "note": "创始人 Surag Patel、Arshan Dabirsiaghi（Contrast 联创）；2023-12 出隐身。估值、收入未公开。" }, { "name": "Semgrep", "layer": "e3", "url": "https://semgrep.dev/", "hq": "旧金山", "founded": 2017, "desc": "开源规则引擎加 AI 多模态检测，合并前扫描 AI 写的代码并自动提 PR 修复", "total_raised": "累计融资约 $204M（多个聚合站一致，未见公司口径）", "funding": [ { "date": "2023-04", "round": "C 轮", "amount": "$53M", "lead": "Lightspeed", "src": "https://startup.genisisiq.com/zh/semgrep-79eeaa/" }, { "date": "2025-02", "round": "D 轮", "amount": "$100M", "lead": "Menlo Ventures", "src": "https://staging.semgrep.dev/blog/2025/series-d-announcement/" } ], "key_data": [ { "k": "Multimodal 发布主张", "v": "真阳性 8 倍于单独基础模型，噪音降 50%", "date": "2026-04", "src": "https://ittech-pulse.com/news/page/180/" } ], "customers": [ "Snowflake", "Dropbox", "GitLab", "Shopify" ], "note": "收入、估值均未公开（二级市场聚合站有约 $799M 标签，未经证实，未采用）。最近一轮仍是 2025-02 D 轮。" }, { "name": "Snyk", "layer": "e3", "url": "https://snyk.io/", "hq": "波士顿", "founded": 2015, "desc": "Evo by Snyk：在编码智能体工作流里扫描、验证并自动修复 AI 生成代码，管控 MCP 与第三方技能", "valuation": { "v": "$7.4B", "date": "2022-12", "kind": "G 轮投后估值（最近一次公开估值，聚合站转述）", "src": "https://stockanalysis.com/private/snyk/" }, "revenue": { "v": "$278M", "date": "2024-12", "kind": "2024 年度营收（英国公司注册处记录，Business Insider 转述；亏损 $188M）", "src": "https://www.businessinsider.com/snyk-employee-share-value-drops-as-ai-rivals-surge-ahead-2026-8" }, "total_raised": "累计融资未单独核实（G 轮后无新融资报道）", "funding": [ { "date": "2022-12", "round": "G 轮", "amount": "$196.5M", "lead": "Qatar Investment Authority", "post": "投后 $7.4B", "src": "https://stockanalysis.com/private/snyk/" } ], "key_data": [ { "k": "客户数", "v": "4,800+", "date": "2026-09", "src": "https://ebs.publicnow.com/view/80B393167B73D021A0BAD61C6386511932660666" }, { "k": "Evo 占新签合同量", "v": "60%，平均合同额 +30%", "date": "2026-09", "src": "https://ebs.publicnow.com/view/80B393167B73D021A0BAD61C6386511932660666" }, { "k": "Evo 首个功能 GA 后月客户增长", "v": "81.5%", "date": "2026-09", "src": "https://ebs.publicnow.com/view/80B393167B73D021A0BAD61C6386511932660666" } ], "note": "Evo by Snyk 之外，2025 年收购 Invariant Labs（智能体/MCP 安全研究）。2026-02 CEO Peter McKay 宣布卸任，CFO Ken MacAskill 任临时 CEO；2026-06 精简管理层并裁员。Business Insider 2026-08 报道员工股价由峰值 $10 以上跌到约 $1.16，Snyk 拒绝提供当前估值；最近一次公开估值仍是 2022-12 的 $7.4B。" }, { "name": "Socket", "layer": "e3", "url": "https://socket.dev/", "hq": "旧金山", "founded": 2020, "desc": "在 AI 写代码时拦截恶意依赖，覆盖 MCP 服务器、编辑器扩展并给出可达性与补丁", "valuation": { "v": "$1B", "date": "2026-05", "kind": "C 轮估值，公司公告", "src": "https://socket.dev/blog/socket-raises-60m-series-c-press-release" }, "total_raised": "累计融资约 $125M（公司口径）", "funding": [ { "date": "2026-05", "round": "C 轮", "amount": "$60M", "lead": "Thrive Capital", "post": "投后 $1B", "src": "https://socket.dev/blog/socket-raises-60m-series-c-press-release" } ], "key_data": [ { "k": "使用组织数", "v": "20,000+，覆盖 150 万+代码仓库", "date": "2026-05", "src": "https://www.linkedin.com/posts/feross_today-is-a-big-day-for-socket-we-just-raised-activity-7462884965253402626-MRb2" }, { "k": "每周拦截供应链攻击", "v": "1,000+", "date": "2026-05", "src": "https://www.linkedin.com/posts/feross_today-is-a-big-day-for-socket-we-just-raised-activity-7462884965253402626-MRb2" } ], "customers": [ "Anthropic", "Cursor", "xAI", "Figma", "Vercel", "Replit", "Scale AI", "Gusto" ], "note": "收购 Coana（可达性分析）与 Annex Security（扩展/MCP/AI 工具覆盖）。收入未公开。" }, { "name": "ZeroPath", "layer": "e3", "url": "https://zeropath.com/", "hq": "旧金山", "founded": 2024, "desc": "用大模型加 AST 分析找逻辑与鉴权漏洞，验证后自动提 PR 修补", "total_raised": "种子累计 $12.5M（公司口径）", "funding": [ { "date": "2026-02", "round": "种子轮", "amount": "$12.5M（累计种子）", "lead": "RSA Conference 等", "src": "https://www.linkedin.com/posts/etienne-lunetta_were-proud-to-share-two-milestones-1-zeropath-activity-7429297192814731264-KQY9" } ], "key_data": [ { "k": "RSAC 2026 创新沙盒", "v": "十强入围", "date": "2026-02", "src": "https://researcher.branch.zeropath.com/careers" } ], "note": "YC S24（2024 年 9 月拿到 YC 预种子，聚合站）。估值、收入、客户均未公开。" }, { "name": "A Security", "layer": "e4", "url": "https://a.security", "hq": "纽约", "founded": 2025, "desc": "自主进攻与修复平台：进攻和防守两类智能体联手找出并打通真实攻击路径，再推动修复", "total_raised": "累计融资约 $37M（公司口径）", "funding": [ { "date": "2026-06", "round": "种子轮", "amount": "$37M", "lead": "Lightspeed、Cyberstarts", "src": "https://www.securityweek.com/a-security-raises-37-million-for-autonomous-offensive-security-platform/" } ], "note": "名字确认：Lightspeed 文章讲的就是这家（lsvp 公司页链接官网 a.security，页面写成立 2025、种子轮：https://lsvp.com/company/a-security/ ）。Cerca Partners 及天使（Wiz CEO Assaf Rappaport、Cyera CEO Yotam Segev）参投。创始人 Yossi Torati、Omer Gull、Yuval Itzchakov。总部纽约来自 FinSMEs（https://www.finsmes.com/2026/06/a-security-raises-37m-in-funding.html ），Lightspeed 页未写总部。收入、客户未披露。" }, { "name": "Armadin", "layer": "e4", "url": "https://www.armadin.com", "hq": "旧金山", "founded": 2025, "founded_month": "2025-09", "desc": "由一群 AI 智能体组成的“攻击者蜂群”，持续打通攻击路径并给出可利用的证据", "valuation": { "v": "$2.5B 以上", "date": "2026-10", "kind": "B 轮估值，媒体报道", "src": "https://www.helpnetsecurity.com/2026/10/01/armadin-raises-255-5-million-funding/" }, "total_raised": "累计融资约 $445M（媒体报道）", "funding": [ { "date": "2026-03", "round": "种子轮 + A 轮", "amount": "$189.9M", "lead": "Accel（A 轮）、Ballistic Ventures（种子轮）", "src": "https://www.armadin.com/blog-posts/armadin-secures-record-breaking-189-9m-in-seed-and-series-a-funding-to-combat-the-era-of-ai-driven-hyperattacks" }, { "date": "2026-10", "round": "B 轮", "amount": "$255.5M", "lead": "a16z、Accel", "post": "投后估值超 $2.5B", "src": "https://www.helpnetsecurity.com/2026/10/01/armadin-raises-255-5-million-funding/" } ], "key_data": [ { "k": "客户部署", "v": "在财富 500 强企业和政府客户的生产环境跑智能体攻击演练", "date": "2026-10", "src": "https://www.helpnetsecurity.com/2026/10/01/armadin-raises-255-5-million-funding/" }, { "k": "CEO 称今年 1 月以来在财富 500 强客户处发现的零日漏洞", "v": "90 多个（CEO 自述）", "date": "2026-10", "src": "https://www.digitaltoday.co.kr/en/view/112277/tech-insight-ai-hackers-target-logic-flaws-not-code-bugs" } ], "note": "创始人 Kevin Mandia（Mandiant 创始人）。收入、客户名称均未公开。成立月份来自 Tech Funding News 转述（2025-09，https://techfundingnews.com/mandiant-founders-ai-hacking-startup-armadin-raises-255-5m-from-a16z-and-accel-at-a-2-5b-valuation/ ），公司稿未写。a16z 投资备忘：https://a16z.com/announcement/investing-in-armadin/" }, { "name": "depthfirst", "layer": "e4", "url": "https://depthfirst.com", "hq": "旧金山", "founded": 2024, "founded_month": "2024-10", "desc": "AI 应用安全实验室，用智能体读懂代码和业务逻辑，自动挖漏洞、分诊并给修复", "total_raised": "累计融资约 $120M（A 轮 $40M + B 轮 $80M）", "funding": [ { "date": "2026-01", "round": "A 轮", "amount": "$40M", "lead": "Accel", "src": "https://depthfirst.com/post/depthfirst-announces-40m-series-a-to-secure-the-worlds-software" }, { "date": "2026-03", "round": "B 轮", "amount": "$80M", "lead": "Meritech Capital", "src": "https://parsers.vc/startup/depthfirst.com/" } ], "key_data": [ { "k": "对比传统静态分析", "v": "真阳性漏洞多 8 倍，误报少 85%（公司自报）", "date": "2026-01", "src": "https://www.accel.com/news/accel-leads-depthfirsts-series-a-securing-the-worlds-software" }, { "k": "FFmpeg 零日", "v": "智能体扫描约 150 万行 C 代码，找出 21 个未知漏洞，成本约 $1,000", "date": "2026-06", "src": "https://thenextweb.com/news/ai-agent-21-zero-days-ffmpeg-chrome-429" } ], "customers": [ "Lovable", "AngelList", "Persona", "Moveworks", "Supabase" ], "note": "B 轮的出处只找到聚合站转载（Parsers VC 汇总 SiliconANGLE 等报道），没拿到一手稿原文；估值、收入没公开。成立月份来自 TechCrunch「Founded in October 2024」。" }, { "name": "Google Big Sleep", "layer": "e4", "url": "https://projectzero.google/2024/10/from-naptime-to-big-sleep.html", "hq": "山景城", "founded": 2024, "desc": "Google DeepMind 与 Project Zero 的漏洞挖掘智能体，自主在真实开源软件里找内存安全漏洞", "key_data": [ { "k": "首个公开成果", "v": "在 SQLite 中发现可利用的栈缓冲区下溢漏洞，报告当天被修复", "date": "2024-11", "src": "https://projectzero.google/2024/10/from-naptime-to-big-sleep.html" }, { "k": "一批开源漏洞", "v": "报告 20 个漏洞（FFmpeg、ImageMagick 等），Google 称每个由智能体自己复现，报告前有人工把关", "date": "2025-08", "src": "https://tensorfeed.ai/verdicts/trust-ai-found-cves" } ], "product_line_of": "Google", "note": "Google 内部研究项目，没有单独融资、估值、收入。前身是 Project Zero 2024-06 的 Naptime 框架，Big Sleep 在 2024-10 / 11 公开；founded 取首次公开年份。20 个漏洞这条的出处是转述 TechCrunch 报道的聚合站页面，没找到 Google 一手稿的具体网址。另有 SQLite CVE-2025-6965 在被利用前拦截（2025-07）和 Chrome ANGLE 漏洞 CVE-2025-9478（2025-08）。" }, { "name": "Horizon3.ai (NodeZero)", "layer": "e4", "url": "https://horizon3.ai", "hq": "旧金山", "founded": 2019, "desc": "NodeZero 自主渗透测试平台，用 AI 在真实生产网络里串联弱点跑完整攻击链", "valuation": { "v": "$2B+", "date": "2026-08", "kind": "E 轮估值，TechCrunch 报道", "src": "https://techcrunch.com/2026/08/03/horizon3-hits-2-billion-valuation-with-250m-series-e-as-ai-threats-escalate/" }, "revenue": { "v": "接近 $100M", "date": "2025", "kind": "ARR，公司 CRO 对 TechCrunch 自报，同比增长 120%", "src": "https://techcrunch.com/2026/08/03/horizon3-hits-2-billion-valuation-with-250m-series-e-as-ai-threats-escalate/" }, "total_raised": "累计融资约 $428.5M（Dealroom 报道口径）", "funding": [ { "date": "2025-06", "round": "D 轮", "amount": "$100M", "lead": "NEA", "post": "估值约 $650M", "src": "https://www.it-boltwise.de/horizon3-sammelt-250-mio-usd-ein-ki-agenten-fuer-blue-teams.html" }, { "date": "2026-08", "round": "E 轮", "amount": "$250M", "lead": "NightDragon、NEA", "post": "估值超 $2B", "src": "https://techcrunch.com/2026/08/03/horizon3-hits-2-billion-valuation-with-250m-series-e-as-ai-threats-escalate/" } ], "key_data": [ { "k": "客户组织数", "v": "6,500+（官方稿）", "date": "2026-08", "src": "https://ca.finance.yahoo.com/news/horizon3-raises-250-million-cybersecuritys-132402235.html" }, { "k": "生产环境测试次数", "v": "约 31 万次，称零中断", "date": "2026-08", "src": "https://techcrunch.com/2026/08/03/horizon3-hits-2-billion-valuation-with-250m-series-e-as-ai-threats-escalate/" } ], "customers": [ "NSA", "CISA" ], "note": "D 轮估值各方说法 $650M/$750M，E 轮稿和 TechCrunch 均用 $650M。客户数各报道有 6,500 / 7,000+ / 约 7,300 三种口径，这里取官方稿 6,500+。一篇德语转载把总部写成慕尼黑，与 TechCrunch、Forbes 的旧金山不符，采用旧金山。创始人 Snehal Antani、Anthony Pillitiere，均出身美军 JSOC。" }, { "name": "Pentera", "layer": "e4", "url": "https://pentera.io", "hq": "波士顿", "founded": 2015, "desc": "自动化攻击验证平台，近年加入 AI 攻击智能体，在生产环境持续验证真实可利用风险", "valuation": { "v": "$1B 以上", "date": "2025-03", "kind": "D 轮估值，媒体报道，公司未披露", "src": "https://techcrunch.com/2025/03/12/pentera-nabs-60m-at-a-1b-valuation-to-build-simulated-network-attacks-to-train-security-teams/" }, "revenue": { "v": "ARR 超 $100M", "date": "2026-01", "kind": "ARR，公司自报", "src": "https://pentera.io/press-release/pentera-100m-arr-adversarial-exposure-validation-leader/" }, "total_raised": "累计融资约 $250M（公司口径）", "funding": [ { "date": "2021-12", "round": "C 轮", "amount": "$150M", "lead": "K1 Investment Management", "post": "估值 $1B", "src": "https://en.globes.co.il/en/article-israeli-security-validation-co-pentera-raises-60m-1001504481" }, { "date": "2025-03", "round": "D 轮", "amount": "$60M", "lead": "Evolution Equity Partners", "post": "估值超 $1B（媒体报道）", "src": "https://techcrunch.com/2025/03/12/pentera-nabs-60m-at-a-1b-valuation-to-build-simulated-network-attacks-to-train-security-teams/" } ], "key_data": [ { "k": "企业客户", "v": "1,200+（60 多个国家）", "date": "2026-01", "src": "https://pentera.io/press-release/pentera-100m-arr-adversarial-exposure-validation-leader/" } ], "customers": [ "Casey's", "Wyndham Hotels & Resorts", "Virgin Atlantic", "CyberArk", "Tadiran" ], "note": "老牌公司（原名 Pcysys，2021 年改名）。AI 相关产品：2026-03 的 Pentera 8 / Pentera Peer（自然语言控制的 AI 攻击，https://pentera.io/press-release/pentera-introduces-adversarial-ai-agent-for-offensive-security-practitioners/ ）；2026-07 的 AI 原生 Web 应用渗透测试（https://securityboulevard.com/2026/08/pentera-adds-ai-native-web-application-testing-to-security-validation-platform/ ）。客户名单来自 2025-03 融资稿。总部波士顿，研发在以色列。" }, { "name": "RunSybil", "layer": "e4", "url": "https://www.runsybil.com", "hq": "旧金山", "founded": 2023, "desc": "黑盒 AI 智能体 Sybil，不看源码持续攻击线上系统，串联漏洞找出真实攻击路径", "total_raised": "累计融资 $40M（公司口径：total funding）", "funding": [ { "date": "2026-03", "round": "融资（公司称总计 $40M，轮次未标注）", "amount": "$40M", "lead": "Khosla Ventures", "src": "https://fortune.com/2026/03/18/exclusive-ai-cybersecurity-startup-runsybil-founded-by-openais-first-security-hire-raises-40-million-led-by-khosla-ventures/" } ], "key_data": [ { "k": "客户（公开点名）", "v": "Cursor、Notion、turbopuffer、Baseten、Thinking Machines Lab 以及未点名的金融机构和 Fortune 500", "date": "2026-03", "src": "https://fortune.com/2026/03/18/exclusive-ai-cybersecurity-startup-runsybil-founded-by-openais-first-security-hire-raises-40-million-led-by-khosla-ventures/" } ], "customers": [ "Cursor", "Notion", "turbopuffer", "Baseten", "Thinking Machines Lab" ], "note": "Fortune 报道公司没披露估值，收入没公开，具体成立月份没查到。联合创始人：Ari Herbert-Voss（OpenAI 首位安全研究员）、Vlad Ionescu（前 Meta 进攻性安全红队负责人）。官方稿只写「$40M total funding」，没拆分轮次；Dealroom 页面有估值区间估算，属聚合站，未采用。来源 Fortune 主文约 2026-03-18 发布。" }, { "name": "Tenzai", "layer": "e4", "url": "https://www.tenzai.com", "hq": "特拉维夫", "founded": 2025, "founded_month": "2025-05", "desc": "用前沿模型做的自主渗透测试智能体，持续找出并利用应用漏洞，再给出修复建议", "valuation": { "v": "约 $330M", "date": "2025-11", "kind": "种子轮后估值，Forbes 报道", "src": "https://www.forbes.com/sites/the-wiretap/2025/11/11/these-israeli-founders-built-a-330-million-ai-hacking-startup-in-just-5-months/" }, "total_raised": "累计融资约 $75M（公司口径）", "funding": [ { "date": "2025-11", "round": "种子轮", "amount": "$75M", "lead": "Greylock、Lux Capital、Battery Ventures", "post": "估值约 $330M（Forbes 报道）", "src": "https://www.securityweek.com/tenzai-raises-75-million-in-seed-funding-to-build-ai-powered-pentesting-platform/" } ], "note": "创始人为 Guardicore 原团队加 Snyk 前 CPO。成立月份来自 Ynet（“五月成立”：https://www.ynetnews.com/business/article/ryoqv11wxbg ）。客户只说在金融、医疗、科技大型机构试点，未点名。" }, { "name": "Terra Security", "layer": "e4", "url": "https://www.terra.security", "hq": "纽约", "founded": 2024, "desc": "智能体 AI 持续渗透测试平台，成群的微调智能体加人工专家把关，覆盖 Web 应用", "total_raised": "累计融资 $38M（公司口径，A 轮稿）", "funding": [ { "date": "2025-04", "round": "种子轮", "amount": "$8M（部分报道写 $7.5M）", "lead": "SYN Ventures、FXP Ventures", "src": "https://www.terra.security/blog/pr-terra-security-raises-8m-in-seed-round-for-its-agentic-ai-pen-testing-solution-2" }, { "date": "2025-09", "round": "A 轮", "amount": "$30M", "lead": "Felicis", "src": "https://www.terra.security/blog/terra-security-raises-30m-series-a-to-redefine-penetration-testing-with-agentic-ai" } ], "key_data": [ { "k": "员工数", "v": "50+（公司 2026-04 LinkedIn 自述）；PitchBook 页面写 75", "date": "2026-04", "src": "https://www.tipranks.com/news/private-companies/terra-security-highlights-first-year-milestones-after-38-million-series-a" } ], "note": "公司在特拉维夫和纽约两地办公，PitchBook 登记总部纽约。收入、估值没公开。CEO Shahar Peled 在 2026-08 一场活动的预告里写「已融资 6,000 万美元、收入数百万」，但没有对应的融资公告，所以累计融资仍按官方 $38M 写。客户只写了「多家 Fortune 500」，没点名。" }, { "name": "XBOW", "layer": "e4", "url": "https://xbow.com", "hq": "西雅图", "founded": 2024, "founded_month": "2024-01", "desc": "自主 AI 黑客：用一群智能体持续对应用做渗透测试，自动发现并验证漏洞", "valuation": { "v": "$1B+", "date": "2026-03", "kind": "C 轮估值，公司公告「超过 10 亿美元」", "src": "https://xbow.com/news/xbow-raises-120m-to-scale" }, "total_raised": "累计融资约 $237M（媒体报道：B 轮后 $117M + C 轮 $120M）", "funding": [ { "date": "2025-06", "round": "B 轮", "amount": "$75M", "lead": "Altimeter", "src": "https://www.helpnetsecurity.com/2025/06/25/xbow-ai-funding/" }, { "date": "2026-03", "round": "C 轮", "amount": "$120M", "lead": "DFJ Growth、Northzone", "post": "投后估值超 $1B", "src": "https://xbow.com/news/xbow-raises-120m-to-scale" } ], "key_data": [ { "k": "HackerOne 美国榜", "v": "2025 年 6 月成为榜单第一个自主系统登顶", "date": "2025-06", "src": "https://xbow.com/blog/series-b" }, { "k": "员工数", "v": "190 人", "date": "2026-03", "src": "https://www.inforisktoday.in/xbow-raises-120m-series-c-to-scale-autonomous-ai-hacking-a-31088" }, { "k": "企业客户", "v": "100+（聚合站转述）", "date": "2026-03", "src": "https://multiples.vc/private-comps/xbow" } ], "customers": [ "Moderna", "Samsung Electronics" ], "note": "收入没公开。创始人 Oege de Moor（前 GitHub Next 负责人、Semmle 创始人）。第三方聚合站累计融资数字不一（$251M / $272M），这里采用媒体报道的 $237M；C 轮日期聚合站有 3 月和 5 月两种写法，公司公告为 2026-03-18。" }, { "name": "Chainguard", "layer": "e5", "url": "https://www.chainguard.dev", "hq": "柯克兰", "founded": 2021, "desc": "从源码构建零漏洞镜像和无恶意包的 Python 等语言库，覆盖 PyTorch 等 AI 依赖", "valuation": { "v": "$3.5B", "date": "2025-04", "kind": "D 轮投后估值，媒体报道；10 月增长融资维持此估值", "src": "https://www.bankinfosecurity.net/chainguard-banks-280m-for-global-open-source-security-play-a-29909" }, "revenue": { "v": "$40M", "date": "2025", "kind": "FY2025 ARR，SecurityWeek 转述公司口径；公司预期超 $100M", "src": "https://seedtable.com/companies/chainguard/funding-rounds/growth-2025-10" }, "total_raised": "累计融资约 $892M（公司口径）", "funding": [ { "date": "2025-04", "round": "D 轮", "amount": "$356M", "lead": "Kleiner Perkins、IVP", "post": "估值 $3.5B", "src": "https://www.bankinfosecurity.net/chainguard-banks-280m-for-global-open-source-security-play-a-29909" }, { "date": "2025-10", "round": "增长融资（General Catalyst Customer Value Fund）", "amount": "$280M", "lead": "General Catalyst", "post": "估值 $3.5B 不变", "src": "https://www.intelligentcio.com/north-america/2025/10/27/chainguard-announces-us280-million-growth-financing-from-general-catalyst-to-usher-in-next-era-of-trusted-open-source-software/" } ], "key_data": [ { "k": "员工数", "v": "592 人", "date": "2025-10", "src": "https://www.bankinfosecurity.net/chainguard-banks-280m-for-global-open-source-security-play-a-29909" } ], "customers": [ "Canva", "GitLab", "Snap", "Anduril", "Snowflake" ], "note": "主业是通用软件供应链（容器、虚拟机、语言库），不是专门的 AI 模型扫描；和 e5 的关联在于 Chainguard Libraries 对 Python 生态（含 PyTorch 等 AI 库）按源码重建、挡掉恶意包。没查到模型文件、训练数据层面的专门产品。ARR 数字各报道不一：SecurityWeek 引述 FY2025 ARR $40M，Reuters 写公司预测 2025 年 ARR 超 $100M，未在同一口径下核实。2025-12 Docker 把同类加固镜像免费开放（聚合站报道）。5 位创始人均为前 Google 工程师，CEO Dan Lorenc。" }, { "name": "Cranium", "layer": "e5", "url": "https://cranium.ai", "hq": "新泽西", "founded": 2019, "desc": "KPMG 孵化的 AI 安全治理平台，给模型、数据、依赖出 AI BOM，做漏洞评估和红队", "total_raised": "累计融资约 $32M（一家二手报道口径）", "funding": [ { "date": "2023-10", "round": "A 轮", "amount": "$25M", "lead": "Telstra Ventures", "src": "https://kpmg.com/us/en/media/news/kpmg-ventures-strategic-investment.html" } ], "key_data": [ { "k": "收购", "v": "2026-05 收购 AI 智能体安全公司 Aiceberg，Aiceberg CEO 出任 CTO", "date": "2026-05", "src": "https://cranium.ai/cranium-ai-acquires-aiceberg-to-strengthen-its-end-to-end-ai-security-governance-and-agentic-ai-platform/" }, { "k": "新签客户", "v": "Telstra 采购其 AI 运营治理平台", "date": "2025-12", "src": "https://www.techpartner.news/news/telstra-signs-cranium-for-ai-security-and-third-party-governance-622594" } ], "customers": [ "Telstra" ], "note": "A 轮日期有冲突：KPMG 2023-11 的页面已提到参与 Cranium 的 $25M A 轮，聚合站写 2023-10；而 techpartner.news 2025-12 的稿子写成 2025-10，疑似写错，这里采用 2023-10。成立年份 2019 只见于聚合站（SVTR），KPMG 称 2023 春从 KPMG Studio 分拆，没拿到一手确认。累计 $32M 只有一个二手来源，公司未亲口披露。估值、收入没公开。" }, { "name": "JFrog", "layer": "e5", "url": "https://jfrog.com/ai-catalog/", "hq": "桑尼维尔 / 内坦亚", "founded": 2008, "desc": "把 AI 模型当制品纳管，扫描 Hugging Face 等来源的模型文件并给通过者打「JFrog Certified」标", "revenue": { "v": "$531.8M", "date": "2025", "kind": "FY2025 全年总营收，财报；同比增 24%", "src": "https://www.nasdaq.com/press-release/jfrog-announces-fourth-quarter-and-fiscal-2025-results-2026-02-12" }, "key_data": [ { "k": "客户数", "v": "约 6,600，含约 83% 的 Fortune 100", "date": "2025-12", "src": "https://www.metatrader.com/ru/symbols/nasdaq/frog/documents/247393-annual-report-fy2025" }, { "k": "安全产品占比", "v": "Advanced Security 与 Curation 占总 ARR 超 10%", "date": "2025-12", "src": "https://finance.yahoo.com/news/jfrog-q4-earnings-call-highlights-011431063.html" }, { "k": "与 Hugging Face 合作", "v": "2023 年起合作，2025-03 宣布对 Hub 上模型做 JFrog 扫描并显示认证标记", "date": "2025-03", "src": "http://s201.q4cdn.com/814780939/files/doc_news/2025/03/FINAL_Hugging-Face-Integration-March-4.pdf" } ], "public": true, "note": "纳斯达克上市（FROG），founded 为公司成立年份 2008（未在本次检索中重新核对，按公开常识填）。财报里没有把 AI/ML 模型安全单独拆出收入。2025 年另有 JFrog 与 NVIDIA 的合作和 MCP 服务器发布（财报电话会提及）。" }, { "name": "Manifest", "layer": "e5", "url": "https://www.manifestcyber.com", "hq": "康涅狄格", "founded": 2022, "desc": "自动生成并管理软件 BOM 与 AI BOM，追踪模型、数据集的供应链风险", "total_raised": "累计融资约 $23M（SecurityWeek 报道）", "funding": [ { "date": "2023-05", "round": "种子轮", "amount": "$6M", "src": "https://parsers.vc/startup/manifestcyber.com/" }, { "date": "2025-04", "round": "A 轮", "amount": "$15M", "lead": "Ensemble VC", "src": "https://www.securityweek.com/manifest-raises-15-million-for-sbom-management-platform/" } ], "key_data": [ { "k": "ARR 增长", "v": "同比增 3 倍，收入增 5 倍，续约率 100%（投资方 Palumni 转述公司口径）", "date": "2025-04", "src": "https://www.linkedin.com/posts/palumnivc_were-excited-to-announce-that-our-portfolio-activity-7321168926070001692-pojo" }, { "k": "AI 产品", "v": "2025-08 发布 AI Risk，面向模型和数据集的供应链风险", "date": "2025-08", "src": "https://parsers.vc/startup/manifestcyber.com/" } ], "customers": [ "美国空军", "美国国土安全部", "Anduril" ], "note": "成立年份有两种说法：SecurityWeek 和投资方写 2022，PitchBook 写 2021，这里取 2022。累计融资聚合站写 $21M，SecurityWeek 写 $23M，取后者。2026-03 作为赞助方加入 OWASP AI BOM 项目。估值、收入绝对值没公开。总部城市取自 SecurityWeek「Connecticut-based」，没核对具体城市。" }, { "name": "Protect AI", "layer": "e5", "url": "https://protectai.com", "hq": "西雅图", "founded": 2022, "founded_month": "2022-04", "desc": "AI / 模型供应链扫描、LLM 安全与红队，现为 Prisma AIRS 一部分", "valuation": { "v": "~$700M", "date": "2025-07", "kind": "收购价（S&P Capital IQ 报道）", "src": "https://www.zonebourse.com/actualite-bourse/palo-alto-networks-finalise-l-acquisition-de-protect-ai-inc-pour-environ-700-millions-de-dollars-ce7c5cdddd8ef626" }, "total_raised": "累计融资 $108.5M", "funding": [ { "date": "2024-08", "round": "B 轮", "amount": "$60M", "lead": "Evolution Equity Partners", "src": "https://www.businesswire.com/news/home/20240801066345/en/Protect-AI-Raises-%2460M-in-Series-B-Financing-to-Secure-Artificial-Intelligence-and-Machine-Learning-from-Unique-Security-Risks" }, { "date": "2025-07", "round": "被 Palo Alto Networks 收购", "amount": "~$700M", "lead": "Palo Alto Networks", "post": "", "src": "https://www.zonebourse.com/actualite-bourse/palo-alto-networks-finalise-l-acquisition-de-protect-ai-inc-pour-environ-700-millions-de-dollars-ce7c5cdddd8ef626" } ], "key_data": [], "owner": "被 Palo Alto Networks 收购，2025-07 完成，约 $700M" }, { "name": "7AI", "layer": "e6", "url": "https://7ai.com", "hq": "波士顿", "founded": 2023, "desc": "多智能体安全平台，用 AI 智能体自主完成告警分诊、调查，并扩展到检测与响应", "valuation": { "v": "$700M", "date": "2025-12", "kind": "A 轮投后估值，公司口径（CRN 转述）", "src": "https://www.crn.com/news/security/2025/7ai-raises-130m-to-boost-agentic-powered-security-operations?utm_source=openai" }, "total_raised": "累计融资约 $166M（公司口径）", "funding": [ { "date": "2025-02", "round": "种子轮", "amount": "$36M", "lead": "Greylock、Spark Capital、CRV", "src": "https://www.crn.com/news/security/2025/7ai-raises-130m-to-boost-agentic-powered-security-operations?utm_source=openai" }, { "date": "2025-12", "round": "A 轮", "amount": "$130M", "lead": "Index Ventures", "post": "投后 $700M（公司口径）", "src": "https://www.businesswire.com/news/business/20251204907769/en/Citing-the-Agentic-Security-Inflection-Point-7AI-Raises-Largest-Cybersecurity-A-Round-in-History-to-Bring-AI-Security-Agents-to-Enterprises" } ], "key_data": [ { "k": "生产环境调查数", "v": "700 万+ 次", "date": "2026-05", "src": "https://markets.sh/events/a0d0368f-a66c-4d08-8681-270598c23d7d" }, { "k": "上线 10 个月处理告警/调查", "v": "250 万+ 告警、65 万+ 次调查", "date": "2025-12", "src": "https://regtechanalyst.com/ai-security-firm-7ai-secures-130m-series-a/" }, { "k": "员工数", "v": "第 100 名员工入职，计划年底翻倍", "date": "2026-05", "src": "https://www.bostonglobe.com/2026/05/26/business/7ai-liv-dior-headcount-hiring/?s_campaign=tech:newsletter" } ], "customers": [ "DXC Technology", "BigID", "Duck Creek Technologies", "OneSpan" ], "note": "创始人为 Cybereason 创始人 Lior Div 与 Yonatan Striem-Amit，2025-02 出隐身。成立年份各来源不一：PitchBook 标 2023（种子轮记录 2023-10，曾用名 OkamiAI），Agentic Index 与日本 VC 页面写 2024-02；此处按 2023 记。ARR 未披露。A 轮称为网络安全史上最大 A 轮（公司口径）。" }, { "name": "Conifers.ai", "layer": "e6", "url": "https://www.conifers.ai", "hq": "达拉斯", "founded": 2024, "desc": "CognitiveSOC 智能体 AI SOC 平台，为企业 SOC 和 MSSP 做复杂事件调查与响应", "total_raised": "累计融资约 $25M（公开披露的金额）", "funding": [ { "date": "2025-01", "round": "融资（轮次未标）", "amount": "$25M", "lead": "SYN Ventures", "src": "http://www.advfn.com/stock-market/stock-news/95328642/conifers-ai-raises-25-million-in-funding-from-syn#1" }, { "date": "2025-10", "round": "战略投资", "amount": "未披露", "lead": "Washington Harbour Partners", "src": "https://www.conifers.ai/news/conifers-announces-strategic-investment-from-washington-harbour-partners-to-scale-cognitivesoc-for-government-missions" } ], "key_data": [ { "k": "调查准确率 / 平均耗时", "v": "99%+ / 约 4 分钟（约 50 万次调查，公司自测）", "date": "2026-05", "src": "https://www.conifers.ai/about/" }, { "k": "第三方评价", "v": "入选 IDC MarketScape 独立 AI SOC 平台领导者", "date": "2026-09", "src": "https://www.tmcnet.com/usubmit/2026/09/28/10452795.htm" } ], "note": "官网和稿件没写成立年份，2025-01 才正式出隐身；聚合站（Caplight）标 2024，此处按 2024 记，存疑。办公室在达拉斯和特拉维夫，创始人 Tom Findling、Alon Yotvat、Mark Kurman。估值、收入、点名客户都没查到。2026-05 发布端到端 agentic SOC。" }, { "name": "Corma", "layer": "e6", "url": "https://corma.ai", "hq": "特拉维夫 / 旧金山", "founded": 2025, "desc": "专门为防守训练的安全基础模型，当成“AI 安全员工”在现有安全工具里调查和处置攻击", "total_raised": "累计融资约 $60M（媒体报道）", "funding": [ { "date": "2026-08", "round": "种子轮", "amount": "$60M", "lead": "Sequoia Capital", "src": "https://www.digitaltoday.co.kr/en/view/91523/corma-raises-60-million-seed-funding-for-defensive-cybersecurity-ai-model" } ], "key_data": [ { "k": "植入后门防守方漏检率（公司红蓝对抗测试）", "v": "78%", "date": "2026-08", "src": "https://sequoiacap.com/article/partnering-with-corma-closing-the-defensive-cybersecurity-gap" }, { "k": "某客户部署", "v": "首个小时内发现并处置了客户团队 52 天未发现的攻击（Sequoia 转述）", "date": "2026-08", "src": "https://sequoiacap.com/article/partnering-with-corma-closing-the-defensive-cybersecurity-gap" } ], "note": "Khosla Ventures、Coatue 参投。客户称为财富 500 强等大型企业，未点名。成立年份 2025 来自媒体报道，月份没查到；创始人 Alon Pluda（CEO）。估值、收入均未披露。" }, { "name": "Crogl", "layer": "e6", "url": "https://www.crogl.com", "hq": "阿尔伯克基", "founded": 2023, "desc": "自主 AI 分析师：不用剧本，跨各家安全工具自动研判告警、做威胁狩猎，数据不出客户环境", "total_raised": "累计融资约 $30M（公司口径）", "funding": [ { "date": "2025-03", "round": "种子轮", "amount": "$5M", "lead": "Tola Capital、Firestreak Ventures", "src": "https://www.crogl.com/resources/press/series-a-launch" }, { "date": "2025-03", "round": "A 轮", "amount": "$25M", "lead": "Menlo Ventures", "src": "https://www.crogl.com/resources/press/series-a-launch" } ], "note": "创始人 Monzy Merza（前 Splunk）。总部来自 TechCrunch（新墨西哥州阿尔伯克基：https://techcrunch.com/2025/03/06/crogl-armed-with-30m-takes-the-wraps-off-a-new-ai-iron-man-suit-for-security-analysts/ ）。收入、估值、客户均未披露；公司新闻列表里有美国空军选用的标题，细节没打开，未收录。" }, { "name": "CrowdStrike Charlotte AI", "layer": "e6", "url": "https://www.crowdstrike.com/en-us/platform/charlotte-ai/", "hq": "奥斯汀", "founded": 2023, "desc": "Falcon 平台的智能体安全分析师与编排引擎，自主做检测分诊、调查和响应", "key_data": [ { "k": "Charlotte 使用量 / 相关 ARR", "v": "使用量同比增 6 倍以上，相关 ARR 增长超 3 倍", "date": "2026-03", "src": "https://finance.yahoo.com/news/crowdstrike-q4-earnings-call-highlights-000219989.html" }, { "k": "CrowdStrike 全公司期末 ARR", "v": "$5.25B（FY2026，非 Charlotte 单品）", "date": "2026-03", "src": "https://www.fool.com/earnings/call-transcripts/2026/03/03/crowdstrike-crwd-q4-2026-earnings-transcript/" }, { "k": "覆盖范围", "v": "2025-09 起向所有符合条件的客户开放，按月给点数", "date": "2025-09", "src": "https://www.linkedin.com/posts/evanswoish_the-agentic-security-workforce-activity-7373873082782044160-KHfe" } ], "product_line_of": "CrowdStrike", "public": true, "note": "产品线，founded 填 2023（2023-05-30 宣布，当时为私有客户预览的生成式 AI 分析师）。2025-04 发布 Agentic Response 与 Agentic Workflows，Fal.Con 2025 推出 Agentic Security Workforce 与 Charlotte AI AgentWorks。Charlotte AI 单品的 ARR 绝对值没披露。首次发布来源 https://securitybrief.asia/story/crowdstrike-launches-new-generative-ai-security-feature-to-falcon-platform" }, { "name": "Dropzone AI", "layer": "e6", "url": "https://www.dropzone.ai", "hq": "西雅图", "founded": 2023, "desc": "预训练的 AI 安全分析师智能体，自主调查 SOC 告警，承担一线分析师的工作", "revenue": { "v": "ARR 绝对值未披露；2025 年 ARR 同比增长 11 倍", "date": "2026-01", "kind": "公司自报（增速）", "src": "https://investor.wedbush.com/wedbush/article/bizwire-2026-1-15-dropzone-ai-closes-2025-with-11x-arr-growth-fortune-cyber-60-recognition-and-37m-series-b#1" }, "total_raised": "累计融资约 $57M（CB Insights 聚合站估算；A、B 轮合计 $53.85M 有一手出处）", "funding": [ { "date": "2024-04", "round": "A 轮", "amount": "$16.85M", "lead": "Theory Ventures", "src": "https://www.dropzone.ai/press-release/dropzone-ai-gets-16-85m-for-autonomous-cybersecurity-ai-agents-that-reduce-manual-work-by-90-percent" }, { "date": "2025-07", "round": "B 轮", "amount": "$37M", "lead": "Theory Ventures", "src": "https://investor.wedbush.com/wedbush/article/bizwire-2025-7-28-dropzone-ai-secures-37m-series-b-putting-ai-security-analysts-on-the-front-lines-of-cyber-battlefield#1" } ], "key_data": [ { "k": "2025 年新增客户", "v": "35+（企业与受监管行业）", "date": "2026-01", "src": "https://investor.wedbush.com/wedbush/article/bizwire-2026-1-15-dropzone-ai-closes-2025-with-11x-arr-growth-fortune-cyber-60-recognition-and-37m-series-b#1" }, { "k": "净收入留存率", "v": "370%+", "date": "2026-01", "src": "https://investor.wedbush.com/wedbush/article/bizwire-2026-1-15-dropzone-ai-closes-2025-with-11x-arr-growth-fortune-cyber-60-recognition-and-37m-series-b#1" }, { "k": "生产环境企业数", "v": "300+（公司博客口径）", "date": "2026-01", "src": "https://www.dropzone.ai/blog/37m-series-b-fortune-cyber-60-why-the-market-bet-on-ai-soc-analysts-in-2025" } ], "customers": [ "Kwik Trip", "Avalara", "UiPath", "Zapier", "Pipe", "Assala Energy" ], "note": "估值未披露。客户数口径不一：2025-07 B 轮稿称 100+ 企业，2026-01 年终稿称 2025 年新增 35+ 客户，公司博客称 300+ 企业在生产环境使用。B 轮另有 Madrona、Decibel、Pioneer Square Labs、IQT 参与。" }, { "name": "Exaforce", "layer": "e6", "url": "https://www.exaforce.com", "hq": "圣何塞", "founded": 2023, "desc": "用 Exabot 智能体加实时知识图谱，自动完成安全运营的监控、调查与响应", "valuation": { "v": "$725M", "date": "2026-05", "kind": "B 轮投后估值，TechCrunch 报道", "src": "https://techcrunch.com/2026/05/12/exaforce-raises-125m-series-b-to-build-ai-for-catching-and-stopping-cyberattacks-as-they-happen/" }, "total_raised": "累计融资约 $200M（TechCrunch 口径）", "funding": [ { "date": "2025-04", "round": "A 轮", "amount": "$75M", "lead": "Touring Capital", "src": "https://touringcapital.com/news/why-we-invested-in-exaforce/" }, { "date": "2026-05", "round": "B 轮", "amount": "$125M", "lead": "Seligman Ventures", "post": "投后 $725M", "src": "https://techcrunch.com/2026/05/12/exaforce-raises-125m-series-b-to-build-ai-for-catching-and-stopping-cyberattacks-as-they-happen/" } ], "key_data": [ { "k": "产品上市后新增客户", "v": "20 家（2025 Q4 上市），目标年底 40-50 家", "date": "2026-05", "src": "https://techcrunch.com/2026/05/12/exaforce-raises-125m-series-b-to-build-ai-for-catching-and-stopping-cyberattacks-as-they-happen/" }, { "k": "员工数", "v": "130+", "date": "2026-05", "src": "https://www.lupa.cz/aktuality/cesko-americka-exaforce-ktera-vyviji-agenty-pro-bezpecnostni-operace-ziskala-2-6-miliardy/" } ], "customers": [ "Replit", "Guardant Health" ], "note": "创始人 Ankur Singla（曾创办 Volterra，被 F5 收购）与 Jakub Pavlik，布拉格有研发中心。B 轮另有 HarbourVest、Peak XV、Mayfield、Khosla Ventures、AICONIC 参与。ARR 未披露。" }, { "name": "Legion Security", "layer": "e6", "url": "https://www.legionsecurity.ai", "hq": "纽约", "founded": 2024, "desc": "浏览器原生 AI SOC，用浏览器扩展学习分析师的调查操作并转成自动化流程，无需 API 集成", "total_raised": "累计融资约 $38M（种子轮与 A 轮合计，公司口径）", "funding": [ { "date": "2024", "round": "种子轮", "amount": "$8M", "lead": "Picture Capital、Accel", "src": "https://www.cybervendorguide.com/tools/legion-security" }, { "date": "2025-07", "round": "A 轮", "amount": "$30M", "lead": "Coatue", "src": "https://siliconangle.com/2025/07/30/legion-raises-38m-automate-soc-workflows-browser-native-ai/" } ], "key_data": [ { "k": "客户自报成果", "v": "WELL Health 常见场景调查时间缩短 81%；Virgin Money 告警积压从约 5 万降到 2 万（两个月内）", "date": "2026", "src": "https://yespress.io/legion-security" } ], "customers": [ "Virgin Money", "WELL Health Technologies", "IQ-EQ", "The University of Tulsa" ], "note": "2025-07-30 出隐身，$38M 为种子加 A 轮合并宣布；8M/30M 的拆分来自 cybervendorguide（聚合站），SiliconANGLE 只写合计 $38M。创始团队来自微软 Sentinel。办公室在纽约和特拉维夫。2026 年上架 Google Cloud Marketplace、与 Optiv 合作。估值、收入没公开。" }, { "name": "Microsoft Security Copilot", "layer": "e6", "url": "https://www.microsoft.com/en-us/security/business/ai-machine-learning/microsoft-security-copilot", "hq": "雷德蒙德", "founded": 2024, "desc": "微软的生成式 AI 安全助手与智能体，嵌入 Defender、Entra、Purview 做告警分诊、钓鱼分析和事件调查", "key_data": [ { "k": "正式发布", "v": "2024-04-01 全球正式发布（2023 年 3 月首次宣布，2023-10 起早期试用）", "date": "2024-03", "src": "https://www.theregister.com/security/2024/03/13/microsoft-copilot-for-security-ready-for-takeoff/1462572" }, { "k": "捆绑进 E5", "v": "2026-04-20 至 06-30 分批推送：每 1000 个付费用户每月 400 SCU，最高 10000 SCU，不另收费", "date": "2026-06", "src": "https://learn.microsoft.com/en-ca/copilot/security/security-copilot-inclusion" }, { "k": "智能体", "v": "Ignite 2025 发布十多个新智能体，覆盖 Defender、Entra、Intune、Purview", "date": "2026-03", "src": "https://msmessagecenter.com/MC1261596" } ], "product_line_of": "Microsoft", "public": true, "note": "产品线，founded 填的是正式发布年份。此前按 SCU 计费（约 $4/小时），2026 年起随 M365 E5/E7 附赠。微软没单独披露 Security Copilot 的收入和客户数。早期定价参考同一篇 The Register 报道。" }, { "name": "Prophet Security", "layer": "e6", "url": "https://www.prophetsecurity.ai", "hq": "帕洛阿尔托", "founded": 2023, "desc": "智能体 AI SOC 平台，自主分诊告警、调查、威胁狩猎和事件响应", "total_raised": "累计融资约 $41M（聚合站估算；A 轮 $30M 有一手出处）", "funding": [ { "date": "2025-07", "round": "A 轮", "amount": "$30M", "lead": "Accel、Bain Capital Ventures", "src": "https://www.businesswire.com/news/home/20250729681026/en/Prophet-Security-Raises-$30M-Series-A-Announces-Industrys-Most-Comprehensive-Agentic-AI-SOC-Platform-to-Transform-Security-Operations" }, { "date": "2026-02", "round": "战略投资", "amount": "未披露", "lead": "Amex Ventures、Citi Ventures", "src": "https://www.finsmes.com/2026/02/prophet-security-raises-strategic-funding-round.html" } ], "key_data": [ { "k": "上线半年内调查数", "v": "100 万+ 次", "date": "2025-08", "src": "https://www.accel.com/news/our-investment-in-prophet-security-operations-at-the-speed-of-ai" }, { "k": "客户自报成果", "v": "误报减少 98.5%（配合现有工具）、平均响应 4 分钟", "date": "2026-02", "src": "https://techdefused.com/a/PN6OZcg/prophet-security-secures-investment-from-amex-ventures-and-citi-ventures-to-expa" } ], "customers": [ "Cabinetworks" ], "note": "估值、收入、公开客户名单都没查到（官方只点名 Cabinetworks，其余写『财富 500 强，涵盖金融、医疗、制造』）。2026-02 战略轮金额未披露。" }, { "name": "Radiant Security", "layer": "e6", "hq": "旧金山", "founded": 2021, "desc": "自适应 AI SOC，不靠预设剧本为每条告警即时生成分诊逻辑并调查、响应", "total_raised": "累计融资约 $15M（仅查到 A 轮）", "funding": [ { "date": "2023-11", "round": "A 轮", "amount": "$15M", "lead": "Next47", "src": "https://securityboulevard.com/2026/08/cribl-just-acquired-radiant-securitys-ai-soc-technology-heres-what-it-means-for-your-soc/" } ], "owner": "2026-08 技术资产被 Cribl 收购（仅 AI SOC 产品的 IP 与技术资产，金额未披露；非整家公司收购）", "note": "Cribl 买的是技术资产与 IP，将改造成其遥测平台上的应用；公告未说明 Radiant 独立平台和现有客户合同的去向。创始人 Shahar Ben-Hador、Barry Shteiman 曾在 Exabeam。成立年份 2021 来自 N47 投资组合页与创始人自述。估值、收入、客户数没查到。来源：Cribl 公告见 https://www.manilatimes.net/2026/08/19/tmt-newswire/globenewswire/cribl-advances-ai-powered-security-operations-with-new-ai-soc-acquisition/2408515" }, { "name": "Torq", "layer": "e6", "url": "https://torq.io", "hq": "特拉维夫 / 纽约", "founded": 2020, "desc": "从无代码安全自动化（SOAR）转型的 AI SOC 平台，用智能体自动分诊、调查和响应告警", "valuation": { "v": "$1.2B", "date": "2026-01", "kind": "D 轮投后估值，公司口径（路透社转述）", "src": "https://www.reuters.com/5f374b32b07b/world/middle-east/israeli-cyber-startup-torq-raises-140-million-12-billion-valuation-2026-01-11/" }, "total_raised": "累计融资 $332M（公司口径）", "funding": [ { "date": "2026-01", "round": "D 轮", "amount": "$140M", "lead": "Merlin Ventures", "post": "投后 $1.2B", "src": "https://www.reuters.com/5f374b32b07b/world/middle-east/israeli-cyber-startup-torq-raises-140-million-12-billion-valuation-2026-01-11/" } ], "key_data": [ { "k": "员工数", "v": "350+，2026 年计划再招 200 人", "date": "2026-01", "src": "https://www.techrepublic.com/fr/article/news-torq-funding/" } ], "customers": [ "Marriott", "PepsiCo", "Procter & Gamble", "Siemens", "Uber", "Virgin Atlantic", "Carvana", "Valvoline" ], "note": "ARR 未披露，公司只说『收入大幅增长』。2025-04 收购以色列公司 Revrod，引入 OmniAgent 多智能体编排。D 轮另有 Evolution Equity、Notable Capital、Bessemer、Insight Partners、Greenfield、JPMorgan Private Bank 参与。总部各来源写法不同（特拉维夫 / 纽约），此处两者并列。" }, { "name": "AIUC", "layer": "e7", "url": "https://aiuc.com", "hq": "旧金山", "founded": 2025, "desc": "AI agent 认证标准 AIUC-1：约 5,000 组攻击测试 + 审计 + 保险", "total_raised": "累计融资 $55M", "funding": [ { "date": "2025-07", "round": "种子轮", "amount": "$15M", "lead": "NFDG", "src": "https://siliconangle.com/2026/09/15/ai-agent-certification-startup-aiuc-raises-40m-to-begin-auditing-frontier-models/" }, { "date": "2026-09", "round": "A 轮", "amount": "$40M", "lead": "Ribbit Capital", "src": "https://aiuc.com/updates/series-a-announcement" } ], "key_data": [ { "k": "参与制定标准的安全负责人", "v": "250+", "date": "2026-09", "src": "https://aiuc.com/updates/series-a-announcement" } ], "customers": [ "Cursor", "ElevenLabs", "Harvey", "Lovable", "UiPath", "Fin" ] }, { "name": "Arthur AI", "layer": "e7", "url": "https://www.arthur.ai", "hq": "纽约", "founded": 2018, "desc": "AI 性能监控与评测平台，覆盖漂移、护栏与 agent 评估，卖给企业", "total_raised": "至少 $57M（A 轮 $15M + B 轮 $42M，不含种子）", "funding": [ { "date": "2020-12", "round": "A 轮", "amount": "$15M", "lead": "Index Ventures", "src": "https://siliconangle.com/2022/09/27/arthur-ai-raises-42m-optimize-ai-applications-accuracy/" }, { "date": "2022-09", "round": "B 轮", "amount": "$42M", "lead": "Acrew Capital、Greycroft（联合领投）", "src": "https://www.arthur.ai/blog/making-ai-work-for-even-more-people" } ], "key_data": [], "note": "2022 年之后无公开大额新轮。聚合站（CB Insights）显示 2026-08 有一笔约 $2.6M 的 B-II 小额追加，未见一手公告，未采用。" }, { "name": "Credo AI", "layer": "e7", "url": "https://www.credo.ai", "hq": "帕洛阿尔托", "founded": 2020, "desc": "AI 治理平台，给企业管理 AI 应用与 agent 的合规、风险和策略", "total_raised": "累计融资 $41.3M（公司口径，截至 2024-07）", "funding": [ { "date": "2024-07", "round": "新一轮（未标轮次）", "amount": "$21M", "lead": "CrimsoNox Capital、Mozilla Ventures、FPV Ventures", "src": "https://www.businesswire.com/news/home/20240730411517/en/Credo-AI-Announces-21-Million-in-New-Capital-Grows-Leadership-Team-to-Match-the-Rapid-Pace-of-AI-Innovation-Emerges-as-the-Standard-of-Responsible-AI-Governance" } ], "key_data": [ { "k": "收入增速", "v": "2024 年收入翻三倍（公司自述）", "date": "2024-07", "src": "https://www.finsmes.com/2024/07/credo-ai-raises-21m-in-funding.html" } ], "note": "2024-07 后未查到新一轮；与上市公司 Credo Technology（光电互联）无关，勿混。" }, { "name": "Fiddler AI", "layer": "e7", "url": "https://www.fiddler.ai", "hq": "帕洛阿尔托", "founded": 2018, "desc": "面向企业的 AI 可观测与安全平台，给 agent 做评测、监控、护栏与治理", "total_raised": "累计融资约 $100M（公司自报）", "funding": [ { "date": "2026-01", "round": "C 轮", "amount": "$30M", "lead": "RPS Ventures", "src": "https://www.businesswire.com/news/home/20260127042634/en/Fiddler-Raises-%2430M-Series-C-to-Power-the-Control-Plane-for-AI-Agents" } ], "key_data": [ { "k": "累计融资（公司自报）", "v": "$100M", "date": "2026-01", "src": "https://www.linkedin.com/posts/fiddler-ai_the-ai-control-plane-for-enterprises-activity-7421899860125192194-U75u" } ], "customers": [ "美国海军", "Brex", "Nielsen" ], "note": "产品从 ML 模型监控起家，近年转向 agent 控制平面（评测+监控+护栏）。另有未经一手核实的转述称 C 轮投后约 $235M（仅见社交媒体帖子），未采用；PitchBook 页面显示 C 轮 $35M，与公司公告 $30M 不一致，以公司公告为准。" }, { "name": "Holistic AI", "layer": "e7", "url": "https://www.holisticai.com", "hq": "伦敦", "founded": 2020, "desc": "AI 治理平台：盘点企业所有 AI 系统、测试偏见与合规风险，并在运行时执行策略", "revenue": { "v": "$8M", "date": "2025-10", "kind": "收入估算，Caplight 聚合站，非公司自报", "src": "https://www.caplight.com/company/holisticai" }, "total_raised": "累计融资未披露", "funding": [ { "date": "2024-03", "round": "战略投资", "amount": "未披露", "lead": "Mozilla Ventures", "src": "https://mozilla.vc/mozilla-ventures-invests-in-leading-ai-governance-platform-holistic-ai/" } ], "key_data": [ { "k": "员工数", "v": "约 90 人", "date": "2026-09", "src": "https://profiles.crustdata.com/company/holistic-ai" } ], "customers": [ "Unilever", "Siemens", "MAPFRE", "Philip Morris International" ], "note": "成立于伦敦（UCL 研究者 Adriano Koshiyama、Emre Kazim），在旧金山设办公室。融资金额没有一手披露：Caplight 估 $10M，部分聚合站写 $35M，另有 $200M+ 等说法，PitchBook 与 IPGen 都指出 $200M 那笔是另一家法国公司，不能采信。其他投资方：Tola Capital、Premji Invest、Dallas VC、Z5 Capital。估值没公开。被 Gartner 列为 Guardian Agents 类别代表厂商（公司自述）。客户来自 Crustdata 与 Caplight，未找到公司官方客户页。" }, { "name": "Trustible", "layer": "e7", "url": "https://trustible.ai", "hq": "阿灵顿（弗吉尼亚州）", "founded": 2023, "desc": "AI 治理软件：AI 清单、风险与合规评估，对照 EU AI Act、NIST AI RMF、ISO 42001 等框架", "total_raised": "累计融资超 $6M（公司口径）", "funding": [ { "date": "2023-04", "round": "Pre-seed", "amount": "$1.6M", "lead": "Harlem Capital", "src": "https://www.wsgr.com/print/v2/content/48998820/Firm-Advises-Trustible-on-%241.6-Million-Financing.pdf" }, { "date": "2025-06", "round": "种子轮", "amount": "$4.6M", "lead": "Lookout Ventures", "src": "https://www.finsmes.com/2025/06/trustible-raises-4-6m-in-funding.html" } ], "key_data": [ { "k": "客户构成", "v": "约 30% 为财富 500 强，60% 为上市公司；最近 8 周收入约占总收入一半（创始人自述）", "date": "2026-08", "src": "https://www.linkedin.com/posts/geraldkierce_the-last-few-months-have-been-the-most-transformational-activity-7496211990747656192-OSDK" }, { "k": "分析师评价", "v": "入选 2026 年 Gartner AI 治理平台魔力象限『荣誉提及』", "date": "2026-07", "src": "https://www.cbinsights.com/company/trustible" } ], "note": "公益公司（PBC），创始人 Gerald Kierce、Andrew Gamino-Cheong 来自 FiscalNote。估值、ARR 没公开。公开点名客户没找到官方来源。2026-01 与 AI Incident Database 运营方 RAIC 合作，把 5000+ 事件报告接入平台（来源 https://www.tipranks.com/news/private-companies/trustible-integrates-ai-incident-database-in-strategic-partnership-to-deepen-ai-risk-intelligence）。" } ] }