Upwind Security

Product & Competitive Intelligence

Runtime-powered cloud security platform using eBPF sensors and AI agents for detection and response.

Technology

|

Cloud Security

|

Series A

|

Valuation:

~$900M

Company Overview

Upwind is a cloud-native application protection platform (CNAPP) that uses runtime context from eBPF sensors to prioritize real risks and drive AI-powered response. Serving customers across SaaS, fintech, e-commerce, and mid-market to enterprise cloud-native organizations running on AWS, GCP, and Azure.

Latest Intel

Zeitgeist tracks private signals to determine where the company is heading and what it means competitively.

May 7, 2026
|
Market and Vertical Expansion
|
Confidence:
Medium

New Intel: Upwind Security is building FedRAMP-ready release processes and opening a Japan technical presence, both ahead of any public announcement. Series A cloud security companies almost never do federal prep this early, so someone there sees a specific opening.

May 7, 2026
|
Product Direction
|
Confidence:
High

New Intel: Upwind Security is building Windows kernel-level sensors and autonomous AI response agents, pushing into territory traditionally owned by EDR vendors like CrowdStrike. Most CNAPP vendors stay in their swim lane; Upwind is choosing not to.

May 7, 2026
|
Leadership and Strategic Bets
|
Confidence:
High

New Intel: Upwind Security is building out brand, AI platform, and threat research leadership in parallel. Usually precedes either a mega-round or a category-defining product launch within 12 months.

View All The Latest Signals

What They're Building

The company's public product roadmap & what they're committed to building.

Agentic AI Security Workflows:

Autonomous agents that detect, investigate, and remediate cloud threats end-to-end without analyst intervention.

AI-Powered SAST:

Code scanning integrated with runtime signals to prioritize vulnerabilities actually reachable in production.

Windows Workload Coverage:

Kernel-level sensor for Windows servers and endpoints, extending beyond Linux container environments.

Deep Research Group:

Premium threat intelligence and AI security research offering, productized as a differentiated service tier.

API and Data Security:

Expanded coverage for API risk and data-layer threat detection, correlated with runtime asset graph.

Competitive Landscape & Moat

Proprietary eBPF-based runtime sensor architecture paired with a Neo4j-backed asset relationship graph gives Upwind live execution context that agentless competitors cannot replicate without an equivalent sensor investment.

Direct Competitors

Wiz:

Agentless-first CNAPP incumbent with massive distribution; differentiates on breadth and Microsoft relationship, not runtime depth.

Orca Security:

Agentless SideScanning leader; competes on zero-deployment posture scanning but lacks live runtime telemetry.

Sweet Security:

Israeli runtime-focused competitor with a similar eBPF thesis; smaller footprint and narrower platform scope.

Add To Your Portfolio

Founding Team

Amiram Shachar

CEO and Co-founder (ex-Spot.io)

Liran Polak

CTO and Co-founder (ex-Spot.io)

Lanir Shacham

Co-founder (ex-Spot.io)

Founder Force Multiplier

The three co-founders previously built and sold Spot.io to NetApp for a reported $450M, giving them a full cycle of cloud-native infrastructure product experience plus enterprise sales muscle they can replay. That prior exit is also why this company raised at unicorn-adjacent terms before shipping a mature GTM, which is rare for Series A.

Funding History

2023 | Seed and Series A, $80M combined, led by Greylock and Cyberstarts

2024 | Series A extension, $100M, led by Craft Ventures

Back To All Companies >