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Chronicles

The story behind the story

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HYAS, an infosec startup that identifies cybercriminals and helps law enforcement track their location, raises $6.2M Series A led by Microsoft's M12

Robert Hackett / Fortune :

Fortune Robert Hackett

Context & Ripple Effects

HYAS sits in the attribution corner of infosec: rather than blocking attacks directly, it identifies cybercriminals and helps law enforcement locate them. The $6.2M Series A led by Microsoft's M12 is the fund's entry into that niche, and it previews a pattern — M12 went on to back attack-analysis startup Hunters' $15M Series A and fraud-detection firm Arkose Labs' $22M Series B, assembling a security portfolio across detection, defense, and now attribution.

The bet paid forward on HYAS itself: by early 2021 the company had raised a $16M Series B on its command-and-control mapping approach, validating the thesis M12 underwrote in 2018.

First-order effects

  • HYAS gets capital to scale its criminal-identification and geolocation work for law enforcement customers, while M12 adds an attribution specialist alongside its later defensive bets like Hunters and Arkose Labs.

Second-order effects

  • Enterprise buyers gain a vendor whose product feeds law-enforcement action rather than just alerts, pressuring adjacent security startups to decide whether attribution is a feature they must add or a partner they must integrate with.

Third-order effects

  • If venture-backed attribution becomes standard, the line between private threat intelligence and state investigation blurs — with corporate funds like M12 effectively shaping which companies get deputized into the enforcement stack.

The trend: Microsoft's M12 is methodically building a cybersecurity portfolio spanning detection, defense, fraud, and attribution, pulling startup threat intelligence closer to both enterprise security and law enforcement.