Private Markets / Emerging Spaces / Cybersecurity

Cybersecurity

Cloud, identity, application, and AI-era security platforms.

68/100momentum · Heating
97tracked companies
$187Bcombined valuation
$1.6Bcapital · 90d (9 deals)
$4.2Bcapital · 1y (26 deals)
24new entrants · 1y
-39.9%median secondary vs round (51 marks)

Momentum components — 4/4 computable

Funding acceleration100
Deal velocity100
News heat6
Secondary temp10

Components that cannot be computed are dropped and the weights renormalize — never faked to neutral.

Capital by quarter — disclosed rounds

24Q425Q125Q225Q325Q426Q126Q226Q3

Undisclosed amounts count as zero capital; deals still count.

#CompanyValuationSecondary vs RoundLast Round
1 NinjaOne $12B as of 2026-06 no mark 2026-06-01
2 Cyera $12B as of 2026-06 +11.1% 2026-01-08
3 Tanium $9.0B as of 2021-Q2 -65.6% 2021-06-15
4 Snyk $7.4B as of 2024-Q3 -56.4% 2024-12-01
5 SandboxAQ $5.1B as of 2025-Q2 +24.1% 2025-04-03
6 Abnormal AI $5.1B as of 2024-Q3 no mark 2024-08-13
7 Coalition $5.0B as of 2022-Q3 -9.8% 2022-07-08
8 Verkada $4.9B as of 2025-Q4 +37.6% 2025-12-02
9 Cato Networks $4.8B as of 2025-Q2 no mark 2025-06-30
10 Island $4.8B as of 2025-Q1 no mark 2025-03-26
11 SonarSource $4.7B as of 2022-Q2 no mark 2022-04-26
12 OneTrust $4.5B as of 2025-11 no mark 2023-07-23

Methodology. Emerging Spaces groups the tracked private-company roster into curated thematic spaces and scores each space's momentum 0–100 from four disclosed-data components: trailing-90-day capital vs the prior 90 days (40%), deal-count acceleration on the same windows (25%), news activity per tracked company over 30 days (20%), and the median secondary-market premium to last round across the space's marked names (15%). Components that cannot be computed are dropped and the weights renormalize — the basis is disclosed per space. Quarterly trends derive from dated, disclosed rounds; undisclosed amounts count as zero capital. An attention map of disclosed activity — not a prediction, not investment advice.