SAFE Secures $70M Series C to Develop AI-Powered Autonomous Cybersecurity Platform

By
Tomorrow Capital
5 min read

Silicon Valley's New Cyber Guardian: SAFE's $70M Bet on AI-Driven Security

Rise of the Machines: AI Meets Cybersecurity in Record Funding Round

PALO ALTO, Calif. — In a gleaming glass office overlooking the innovation hub of Silicon Valley, algorithms are silently battling invisible threats. This is the headquarters of SAFE, where the company's founder recently celebrated a milestone that signals a fundamental shift in how corporations defend against cyber attacks: a $70 million Series C funding round that values the cybersecurity firm among the sector's rising stars.

The investment, led by Avataar Ventures with participation from Susquehanna Asia, NextEquity, Prosperity7, and existing investors, propels SAFE's total funding past $170 million. But what's capturing attention across boardrooms from Mountain View to Manhattan isn't just the dollar figure – it's the bold vision of "CyberAGI," a form of cybersecurity superintelligence that could redefine digital protection in an era of multiplying threats.

"What we're witnessing isn't just another funding round – it's the acceleration of a fundamental shift from human-dependent security to truly autonomous cyber defense," noted a senior security analyst at a leading financial institution who works closely with SAFE's technology. "Companies have been drowning in alerts and manual processes for decades. The promise of systems that can autonomously detect, prioritize, and remediate threats represents the holy grail."

Cyber Arms Race Intensifies as AI Reshapes Security Landscape

The investment comes amid a surge in cybersecurity spending, with global outlays projected to reach $213 billion in 2025, up from $193 billion last year. This escalation reflects the growing sophistication of threats and the expanding attack surfaces created by cloud computing, remote work, and increasingly complex supply chains.

SAFE's funding announcement coincides with the launch of what the company describes as the world's first fully autonomous Continuous Threat Exposure Management solution. This system aims to replace traditional static security tools with AI-driven capabilities that continuously discover, prioritize, and remediate vulnerabilities without human intervention.

The new solution builds upon SAFE's recognition as a leader in Forrester's Cyber Risk Quantification Wave for Q2 2025 and the company's track record of securing high-profile clients including Google, Fidelity, T-Mobile, and Chevron. The firm has reported growth exceeding 120% year-over-year since 2020, positioning it among the fastest-growing players in the cybersecurity ecosystem.

The Three Pillars of Next-Gen Security

SAFE's approach centers on three emerging segments that collectively represent the future of enterprise security:

Cyber Risk Quantification translates security posture into financial terms, enabling executives to understand vulnerabilities in business impact language. This market is projected to grow from approximately $340 million today to $900 million by 2033.

Third-Party Risk Management addresses the growing threat vector of supply chain vulnerabilities, a segment that's expected to expand from nearly $8 billion in 2025 to over $48 billion by 2037.

Continuous Threat Exposure Management , SAFE's newest frontier, represents a $1.84 billion market growing at over 10% annually as organizations seek real-time visibility into their attack surfaces.

"The fragmentation of these capabilities across dozens of tools has created massive inefficiencies," explained an industry consultant who advises Fortune 500 companies on security strategy. "What's compelling about SAFE's approach is the integration of these capabilities under a single intelligence layer powered by what they're calling 'Agentic AI' – specialized AI agents designed to work autonomously across the security lifecycle."

The Emergence of Agentic Security Intelligence

At the core of SAFE's technology is a fleet of AI agents that work in concert to continuously assess risk, validate vulnerabilities, and orchestrate remediation – all with minimal human oversight.

"The security industry has been talking about automation for years, but the reality has been scripts and workflows that still require significant human babysitting," said a CISO at a multinational corporation who has implemented SAFE's platform. "What's different now is the level of reasoning these systems can perform. We're seeing early evidence that these AI agents can contextualize threats in ways that dramatically reduce false positives and accelerate response."

SAFE claims that over 50% of its customers have adopted its TPRM module since 2024, suggesting that its strategy of building an integrated platform is gaining traction. The company's "Cyber Risk Singularity Platform" aims to unify first-party and third-party risk management under a coherent framework that quantifies risk in financial terms.

A Crowded Battlefield with Formidable Opponents

Despite its momentum, SAFE faces intense competition from established players and well-funded startups. In the CRQ space, firms like Axio, KPMG, Balbix, and ThreatConnect offer competing solutions. The TPRM market includes SecurityScorecard, BitSight, CyberGRX, and ProcessUnity, while CTEM pits SAFE against giants like Microsoft, CrowdStrike, Palo Alto Networks, and Rapid7.

Industry experts note that large incumbents have the advantage of deep enterprise relationships and the ability to bundle capabilities into broader security suites. However, SAFE's differentiation lies in its AI-native approach and its ability to stitch together historically siloed domains.

"The question isn't whether AI will transform cybersecurity – it's who will successfully operationalize it first at enterprise scale," noted a security researcher who has studied autonomous security systems. "SAFE is making a compelling case, but they're racing against time as larger players rapidly incorporate similar capabilities."

The Road Ahead: Investment Implications and Market Outlook

For investors watching the cybersecurity sector, SAFE's funding represents both opportunity and caution. The company's growth trajectory and analyst recognition suggest significant potential upside if it can maintain its technological edge and expand its enterprise footprint.

"We're seeing a flight to quality in cybersecurity investments," observed a venture capital analyst who specializes in the sector. "Companies that can demonstrate measurable risk reduction with advanced technology are commanding premium valuations, while those offering point solutions are struggling to differentiate."

Looking ahead, investors should watch several key indicators: SAFE's ability to deliver on its autonomous CTEM promise, customer retention and expansion rates, and how effectively it can translate its technology advantages into sustainable competitive moats.

Organizations considering SAFE or similar platforms should evaluate how autonomy translates to operational efficiency, whether risk quantification meaningfully improves security investment decisions, and how these integrated platforms compare to best-of-breed point solutions in terms of total cost of ownership and effectiveness.

As digital threats continue to evolve and security teams face growing resource constraints, the race to develop truly autonomous cybersecurity capabilities will likely accelerate. SAFE's funding round and product launch represent significant milestones in this evolution – but the ultimate test will be whether machines can indeed become the guardians of our digital future.

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