Mandos Brief
Oct 19, 20267 min read
Mandos Brief #6: $6.3B says AI security is access control
Proofpoint is paying 8.4 times revenue for Varonis, while the 173 agent-security companies on the Mandos platform have raised only $4.05B between them.
Market Brief
The weekly Mandos market brief: funding, acquisitions, hiring and product moves across the cybersecurity market, and what they mean for vendors.
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Mandos Brief
Oct 12, 20266 min read
Mandos Brief #5: Europe's AI offense runs on small checks
Thirty European offensive security companies on the Mandos platform have raised $94M between them. The 48 North American ones have raised $2.29B.
Mandos Brief
Oct 5, 20266 min read
Mandos Brief #4: Offense is the AI security bet startups can own
Armadin raised $255.5M seven months out of stealth, more than double what six agent-security startups raised between them this week.
Mandos Brief
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.
Mandos Brief
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.
Mandos Brief
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.
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