Operating at the speed of AI
Security teams at large enterprises are buried.
Spending on cybersecurity has never been higher, but the architecture of how security gets done hasn't fundamentally changed.
Enterprises are running dozens of point solutions, each generating its own data, its own alerts, and its own workflows. A vulnerability discovered in AppSec is handed off to a separate SecOps team, which uses a different toolset at human speed.
All of this, against an adversary using AI, who isn't waiting around.
More dashboards haven't solved the problem, and more headcount hasn't either.
Nobody needs another alerting tool. And over the last three years, every cybersecurity market has seen a deluge of AI-native remediation solutions that fix alerts but only address narrow pain points.
Enter Kai: the agentic AI platform built to fight AI by replacing fragmented tools and silos and executing security work end-to-end at machine speed with human expert accuracy.
Kai emerges from stealth with $125 million in funding
Today, Kai is emerging from stealth with $125 million in funding to rebuild how security works.
We're proud to have invested alongside Evolution Equity Partners as Galina Antova and Dr. Damiano Bolzoni build the agentic cybersecurity platform that enterprises actually need for this era.
Builders we know firsthand
We first met Galina when N47 invested in Claroty, where she was a co-founder and key leader. She helped build Claroty from zero into the leader in cyber-physical systems security, and we had a front-row seat.
Dr. Damiano Bolzoni, Kai's CTO, co-founded SecurityMatters, an OT cybersecurity company he built and sold to Forescout. Together, they helped define the converged IT/OT security category.
Backing repeat founders of this caliber changes the calculus for early-stage investment.
We know how Galina builds, how she leads, and what she's capable of when she's locked onto a problem. We knew they would build an incredible product. The only question was whether the timing and the intersection with customer pain were right. Given Kai’s traction over the last year, the answer is unambiguously yes on both counts.
Product breadth and velocity that stands out
What struck us since our inception-stage investment in Kai was how much the team has built, and how fast.
In just 10 months since the first line of code was written, Kai has already signed multiple large customers and created an impressive pipeline. Kai's agentic platform spans use cases that enterprises have historically needed separate tools and teams to address.
Instead of wrapping AI around existing fragmented workflows, Kai is an intelligent system that continuously contextualizes risk, reasons through prioritization, and executes end-to-end actions without human handoffs slowing things down.
Processes that once took months are completing in minutes.
A direct hit on what enterprise security teams need today
There's a version of AI in security that amounts to a smarter alert, a better-organized dashboard, a copilot sitting alongside workflows that haven't fundamentally changed.
Kai is not that.
The core belief behind Kai, one we share, is that the only way for defenders to keep pace with AI-powered adversaries is to give security teams a system that operates at the same speed: reasoning autonomously, acting continuously, and adapting in real time without bottlenecks.
Attackers don't think in categories. They don't hand off from AppSec to IT to SecOps. They move.
The enterprises that are going to win this contest are the ones that stopped expecting their defenders to keep up manually and built systems that can match machine speed with machine speed.
Kai was built specifically for that challenge, and the enterprise adoption in its first year shows the market knows it.
We're fortunate to be investors in Kai and to support Galina and Damiano as they build the AI-powered operating system that will define the next chapter of enterprise security.
