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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 growing Tel Aviv cybersecurity startup cohort that has recently produced Act Security's access-surface platform, Daylight's autonomous threat-containment platform, and Bold's AI-agent approach to device security. Its $60M Sequoia-led seed places a new defensive-models specialist alongside companies addressing distinct layers of enterprise security.

The funding also echoes Cyera's $60M stealth exit led by Sequoia, showing continued investor backing for Israeli-founded security companies moving from stealth into the enterprise market.

First-order effects

  • Corma gains $60M of seed financing and Sequoia Capital as lead investor as it begins operating publicly around AI models for defensive cybersecurity.
  • Act Security, Daylight, and Bold now face another well-funded, AI-oriented vendor competing for enterprise security attention, albeit with differently described products.

Second-order effects

  • Enterprise buyers evaluating AI-led security tools will encounter a broader set of offerings spanning access reduction, threat containment, device protection, and Corma's defensive models, increasing the importance of clear product positioning.
  • Sequoia's backing of both Corma and the earlier Cyera stealth exit reinforces the visibility of Israeli-founded cybersecurity companies among investors financing enterprise-security platforms.

Third-order effects

  • If this funding pattern persists, enterprise cybersecurity will increasingly be organized around specialized AI-native vendors covering separate security layers rather than a single generic AI-security category.
  • Large seed rounds for companies leaving stealth raise the competitive bar for newer cybersecurity entrants to demonstrate a distinct deployment point within enterprise defenses.

The trend: AI-native cybersecurity is attracting substantial early-stage capital as specialized vendors emerge to automate and strengthen different parts of enterprise defense.

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…