Market Brief

Market Brief $800M says agent security belongs to the platforms

Sep 28, 20266 min read

Mandos Brief #3: $800M says agent security belongs to the platforms

$800M of the week's $820M went to Island and Cyera, two platforms that were not agent-security companies a year ago; the startups that were got bought.

Nika (Nikoloz) Kokhreidze

Market Brief The week's biggest checks skipped the CISO

Sep 21, 20266 min read

Mandos Brief #2: The week's biggest checks skipped the CISO

Exein's $270M is 55% of the week's $491M, and its buyer is a device maker, not a security team.

Nika (Nikoloz) Kokhreidze

Market Brief Agent security is a feature, not a category

Sep 14, 20266 min read

Mandos Brief #1: Agent security is a feature, not a category

$245M went to a platform with no product yet, while three agent-security startups got bought by companies that do not sell agent security.

Nika (Nikoloz) Kokhreidze

Market Brief

Mandos Brief #3: $800M says agent security belongs to the platforms

Mandos Brief #2: The week's biggest checks skipped the CISO

Mandos Brief #1: Agent security is a feature, not a category

Stop losing deals to vendors with worse products and better positioning