Why NFX Invested in Koi Security: The Future of App-Layer Security, Scaling at Hyperspeed

https://nfx.com/post/why-nfx-invested-koi
  • Koi raised $48M Series A led by NFX + Battery Ventures, Team8, Picture Capital.
  • App-layer is the new security battleground — OS-level tools are obsolete.
    • Non-binary components (packages, AI models, extensions, plugins) dominate modern stacks.
    • Legacy vendors can’t detect what they weren’t built to see.
  • Incumbents structurally disadvantaged: slow pivot, fragmented visibility, no enforcement.
    • Risk ID without enforcement = security theater.
  • Koi: full visibility + control over self-installed software across endpoints.
  • Hit $1M ARR faster than Wiz, Snyk, Vanta, Figma, Loom — at 8 months old.
    • Customer pipeline signals category pull, not just founder hustle.

Gigi Levy-Weiss, NFX partner (@gigilevy) · 2025-09-11 · Read on nfx.com

Type Link
Added Sep 11, 2025
Modified Apr 17, 2026
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