Daylight Lands $80M Series B After 40-Fold Revenue Surge

AI security startup Daylight has raised an $80 million Series B led by Growth Equity at Goldman Sachs Alternatives, after claiming its revenue grew more than 40-fold over the past year. The company, which sells managed detection and response run largely by AI agents, did not disclose a valuation — but Globes, citing sources, put the round at about $400 million.

Okta Ventures joined as a new investor. Bain Capital Ventures, Craft Ventures, Vintage Investment Partners and Maple Capital all returned, bringing Daylight's total funding to $120 million. That's a fast climb: the Series B lands just a year after a $33 million Series A led by Craft Ventures, which itself followed a $7 million seed round.

Daylight says the 40-fold revenue growth came from large enterprises and AI-focused companies, though it hasn't published a revenue figure. Named customers include Miro, Lovable, LastPass, Rogo and dLocal — a mix of collaboration, developer-tools and payments firms whose security operations Daylight now runs or co-runs.

What does the money buy?

The company has 80 employees, 43 of them in Israel. The new capital is earmarked for U.S. expansion, entry into Europe, the Middle East, Africa and Asia-Pacific, and hiring more security engineers. That last item matters, because Daylight's model isn't headcount-free — it's a specific ratio of machines to people.

Daylight's AI agents handle most routine detection, investigation and response work. Its human engineers build and tune those agents for each customer, and they make the judgment calls machines shouldn't. Customers can choose three engagement models:

• Hand over security operations entirely
• Run them jointly with an internal team
• Work with Daylight engineers embedded alongside in-house staff

The company's Aura platform lets teams investigate in natural language over a central data lake, which Daylight began offering as a managed service in June.

How fast is 'seconds to minutes'?

Daylight claims it detects threats in seconds and contains them within minutes — up to 10 times faster than traditional managed security providers. That figure is the company's own claim, not an independent benchmark, but it points at the commercial pressure on conventional MSSPs if agentic security operations can hold that speed at scale.

The platform's scope goes beyond standard identity, endpoint and cloud monitoring. Daylight also watches its customers' own AI systems, investigating prompt-injection alerts and risky Model Context Protocol connections — a category of threat that barely existed as a product requirement two years ago and now sits at the center of enterprise AI adoption risk.

Who built it?

Co-founder and CEO Hagai Shapira framed the bet plainly. "The future of security operations won't be defined by how many people a company can deploy," he said. Shapira was an early product leader at security automation company Torq. He founded Daylight in early 2025 with Eldad Rudich — Torq's first employee and former VP of R&D. Both founders served in Israeli military intelligence, a background shared across much of the country's cybersecurity founding generation.

The 43 Israel-based engineers give Daylight a cost-competitive development base, while the planned U.S. and EMEA expansion targets the buyers. Okta Ventures' participation is a signal worth watching: an identity giant placing a strategic bet on the agent-run SOC model that could reshape how its own customers staff security.

With $120 million banked and a claimed 40x growth curve, Daylight now has to prove the numbers behind the multiple — and whether AI-agent-led response can convert speed claims into retained enterprise contracts across four new regions at once.