
Companies
Twelve positions since 2016—why we invested, and where each stands.

Problem
Signature tools miss adversaries who already hold valid credentials.
Why we wrote
Behavioral detection on live traffic, proven in real SOC environments.
Where it stands
A defining platform for AI-driven detection across hybrid estates.
Bulwark · Lead · Series C
Problem
Workloads left the data center faster than perimeter tools could follow.
Why we wrote
Security had to live in the same lifecycle as the software itself.
Where it stands
CNAPP standard for organizations running Kubernetes at scale.
Bulwark · Lead · Series E
Problem
Enterprises could not restore AD quickly after ransomware.
Why we wrote
Identity was becoming the perimeter; the team was already there.
Where it stands
Reducing directory recovery time for large enterprises worldwide.
Bulwark · Co-lead · Series C
Problem
Security tools without 24/7 operators are incomplete.
Why we wrote
Transparent, software-driven MDR beats opaque traditional MSSP models.
Where it stands
A leading MDR platform across mid-market and enterprise.
Bulwark · Lead · Series E
Problem
Exposed credentials were high-yield and poorly monitored.
Why we wrote
Clear wedge, real budget, and detection depth that held in diligence.
Where it stands
Expanding from detection into full secrets lifecycle management.
Bulwark · Lead · Series B
Problem
Cloud tools were slow, noisy, and blind to how risks chained together.
Why we wrote
Early conviction that cloud security consolidates around one control plane.
Where it stands
Acquired by Google in 2025.
Bulwark · Seed lead · Acquired · 2025
Problem
Teams could not answer where sensitive data actually lived.
Why we wrote
Discovery before policy—obvious in principle, still undone in practice.
Where it stands
Defining DSPM for global enterprises.
Bulwark · Lead · Series C
Problem
Business email compromise walked through secure email filters.
Why we wrote
Behavior over payloads, with clear buyer pull already in motion.
Where it stands
Category leader in behavioral email security.
Bulwark · Co-lead · Series C
Problem
More alerts than people; automation meant months of brittle scripts.
Why we wrote
SecOps needed the same automation velocity as the rest of the company.
Where it stands
Automating enterprise security workflows at scale.
Bulwark · Lead · Series B
Problem
CVE noise flooded teams for code that never loaded at runtime.
Why we wrote
Runtime reachability beats static inventory noise.
Where it stands
Expanding runtime application security in cloud-native estates.
Bulwark · Lead · Series A
Problem
Data tools and identity tools could not see each other.
Why we wrote
Those two problems are the same problem in the cloud.
Where it stands
Prioritizing cloud data risk by blast radius.
Bulwark · Co-lead · Series A
Problem
Non-human identity was a growing hole with no clear owner.
Why we wrote
A thesis we have held since 2018—with the sharpest early wedge we had seen.
Where it stands
Securing machines and agents with design partners.
Bulwark · Seed lead · Series A