David Waltcher

Extraordinary company, couldn't be more excited for @FirstMarkCap to be leading back to back rounds in @daytonaio and @ivanburazin

At a $60B valuation, @tryramp is still accelerating. Accelerating seven straight quarters in a row, Ramp continues to grow north of 100%. Proud to back the team and what comes next, what they do for customers is extraordinary

Palo Alto secured traffic at the application layer when business software moved to the web. CrowdStrike shipped a cloud-native sensor when work left the perimeter and the laptop became the frontline. Wiz built a graph-first CNAPP when cloud adoption accelerated. The largest companies in cyber get created during secular platform shifts.

Each one of those shifts changed how we work. This time, it's also changed who's doing the work: agents. To do so, they inherit the same permissions and access as the humans they act for, which makes them a highly privileged and capable threat vector operating at superhuman speed. @maximbarkogan and @gil_elbaz_ saw that coming before anyone, and founded @onyx_security to build the category defining control plane to govern and secure agents.

Security tools were built to watch deterministic software and human-led workflows. They can't govern a non-deterministic model chaining tool calls against inputs nobody vetted in advance. Onyx's bet is that only AI can: proprietary models sitting in the runtime path, inspecting every agentic action and blocking or redirecting it before it reaches a downstream system with warp speed and accuracy.

Excited to be backing Maxim, Gil, and the Onyx team in their $113M Series B, alongside our friends at @BessemerVP, @Cyberstarts1, @conviction, and @TCVTech.

cc @sullivan @amitkarp @saranormous @HZinshtein

Damien Lewke (@abcbyDamien) is the epitome of founder market fit. Couldn’t be more excited to be working with him and the wildly talented team at @nebulocksec.
AI has rewritten the attacker playbook. The gap between an amateur hacker and a nation-state has alarmingly compressed, and the most dangerous attacks now look completely routine: stolen credentials, valid tokens, and sessions that slip past every tool trained to known-bad signatures. Nebulock flips the model: Vespyr, its autonomous threat hunting agent, works continuously across identity, endpoint, and cloud telemetry to hunt for how adversaries actually behave, already running 300M+ investigations and surfacing 4,000+ high-confidence findings that existing tooling missed, often within hours, in environments running best of breed detection / prevention tooling. What's in front of this team is even bigger: they’re building the foundational security analytics stack, baselined on every identity, endpoint, and resource, with agents that get smarter as the collective intelligence grows.
Join the hunt 🎯
@sullivan @rak_garg @dannguyenhuu

If the TeamPCP attacks have made you question your detection capabilities, check out the latest *free* launch from the team at @tracebit_com