AIR exits stealth with $50M raised across two seed rounds
The AMW Read
A well-funded new entrant (Sequoia/Greenoaks-backed) in the fast-forming AI agent security/governance niche alongside Noma, Zenity, and Astrix, but it confirms rather than resolves the category's trajectory.
AIR exits stealth with $50M raised across two seed rounds
AIR, an AI security startup founded by Yair Saban (CEO) and Niv Hoffman (CTO), both veterans of Israel's Unit 8200 intelligence corps, has come out of stealth with $50 million raised in two rounds closed weeks apart: a $10 million round led by Sequoia and a $40 million round led by Greenoaks, with angels including Cognition president Zach Frankel and Wiz co-founder Yinon Costica. The platform discovers AI agents running inside a company, continuously vets the skills, plugins, and MCP servers those agents connect to, and blocks any that fail security checks, alongside a marketplace of pre-vetted add-ons. AIR says it filters out roughly 27% of the skills and add-ons it evaluates online, and counts more than 20 customers, about a quarter of them large enterprises, with strongest demand from financial services and pharmaceutical companies.
The pitch is that as agents get broad, autonomous access to enterprise systems and the open internet, the tools and skills they load form a software supply chain with none of the trust infrastructure the industry built for drivers or applications β no signing, no re-verification when a package or its maintainer changes. That gap is drawing real capital fast: AIR joins Noma Security, Zenity, Astrix Security, and Operant AI in the same niche, with Zenity closing a $125 million Series C in August and Noma a $100 million Series B last year, suggesting the agent-tooling trust layer is consolidating into a distinct, well-funded category within months.
For enterprises deploying agents at scale, especially in regulated industries, agent-supply-chain vetting is becoming a budget line separate from generic endpoint security, and buyers should expect vendor consolidation given four to five funded players chasing the same continuous re-verification problem AIR's own CEO admits is hard to moat on the discovery side alone.
