AI security startup AIR has raised $50 million to secure AI agent supply chains. It discovers agents, vets skills and plugins, and blocks risky ones.
The platform filters out 27% of online add-ons.
It has over 20 customers, mostly in regulated industries.
What happened
AIR, an AI security startup founded by Unit 8200 veterans, has come out of stealth with $50 million raised across two seed rounds. The first round raised $10 million, led by Sequoia, and the second $40 million, led by Greenoaks.
Why it matters
AIR aims to secure the emerging software supply chain for AI agents—the skills, plugins, MCP servers, and add-ons they use. The platform discovers agents, continuously vets their components, and blocks risky interactions, filtering out about 27% of add-ons and skills found online. It has over 20 customers, with strong demand in financial services and pharmaceuticals.
What to watch
The new capital will go toward hiring researchers and expanding go-to-market efforts in the U.S. and Europe. AIR faces competition from Noma Security, Zenity, Astrix Security, and Operant AI, with Zenity raising a $125 million Series C and Noma a $100 million Series B.
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AIR's emergence highlights a growing concern: as companies grant AI agents more access to their systems, the components those agents rely on—skills, plugins, and MCP servers—form a new supply chain that lacks oversight. Saban draws a parallel to early 2000s drivers, which now require signatures to prevent malicious code loading. AIR's approach of continuously re-verifying skills and add-ons, rather than just scanning once, is seen as its moat, as Sequoia's Balkansky notes it's an infrastructure problem. The startup faces competition from several players, and significant venture funding is flowing into the category, indicating market validation. With fresh capital, AIR plans to scale its research and sales efforts, targeting regulated industries where security is paramount.
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