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Chronicles

The story behind the story

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Tel Aviv- and San Francisco-based Corma, which develops AI models for defensive cybersecurity, emerges from stealth with a $60M seed led by Sequoia Capital

Fortune Emily Forlini

Context & Ripple Effects

Corma enters a Tel Aviv cybersecurity startup cohort that has recently produced Act Security’s access-surface platform, Daylight’s threat-identification and containment system, and Bold’s AI-agent device security offering. Its $60M seed is notably the same round size as Cyera’s stealth launch, also led by Sequoia.

The related coverage shows AI-security companies differentiating by the asset they protect—cloud access, devices, data and models, or threat response. Corma’s stated focus on defensive AI models adds another specialized entrant rather than a general-purpose cybersecurity vendor.

First-order effects

  • Corma leaves stealth with $60M in seed capital and Sequoia as lead investor, giving the company resources to develop and take its defensive cybersecurity models to enterprise customers.
  • Sequoia adds Corma to a cybersecurity investment record in the coverage that includes Cyera’s $60M stealth round.

Second-order effects

  • Act Security, Daylight, Bold, and Noma Security face a better-funded peer competing for enterprise security budgets and technical talent around AI-enabled defense.
  • Enterprise buyers evaluating AI-security tools gain another specialized option alongside products focused on cloud access, endpoint devices, and data or model protection.

Third-order effects

  • The cluster points toward a more segmented AI-security market, where vendors compete around specific defensive workloads rather than a single all-purpose AI security category.
  • Large early rounds for stealth-stage companies may raise the threshold for newer AI-security entrants to establish a distinct protected asset or workflow.

The trend: AI cybersecurity is attracting substantial early funding for specialized products that defend distinct parts of enterprise infrastructure and AI use.

Discussion

  • @alonpluda Alon Pluda on x
    Today we are announcing Corma, and our $60M seed round led by @sequoia. @CormaAI is building foundation models toward superintelligence for defensive cybersecurity. We do that because general AI is becoming exponentially more capable in offensive security, while it hasn't been [v…