Goldman Sachs Leads Daylight's $80M Bet That AI Agents Plus Human Engineers Can Replace the Traditional Security Provider

Daylight, a security company that combines AI agents with human security engineers to detect and contain cyber threats, has raised an $80 million Series B. The New York company announced the round on November 10, 2026. Growth Equity at Goldman Sachs Alternatives led it, with new investor Okta Ventures and existing backers Bain Capital, Craft Ventures, Vintage Partners and Maple Capital also taking part. The round brings Daylight’s total funding to $120 million.

Daylight says its revenue has grown more than 40 times over the past year, driven by Fortune 500 companies and AI-native businesses. The customers it names include Lovable, LastPass, Rogo, dLocal and Miro. The announcement does not disclose a valuation or absolute revenue.

Agents for routine work, engineers for judgment calls

Daylight competes with managed detection and response (MDR) providers, which run security monitoring for companies that cannot staff a full security operations center. Its argument is that traditional providers sell rigid, one-size-fits-all services, while standalone AI tools leave customers managing yet another system.

Its model sits between the two. Daylight’s AI-native platform and its security engineers build, run and customize AI agents for each customer’s systems, workflows and risks. The agents handle day-to-day security operations, and the engineers take the decisions that need human judgment. Customers can choose a fully managed service, a co-managed setup alongside their own team, or forward-deployed engineers.

The company says it detects threats in seconds and contains them within minutes, which it describes as up to 10 times faster than traditional managed security providers. That comparison is Daylight’s own and is not tied to a published benchmark.

Customers work through Aura, Daylight’s platform, where they can investigate their security environment in natural language, query their security data in a centralized data lake and manage operations in one place.

Covering the AI tools inside the enterprise

Daylight is also pointing its service at the AI systems its customers use. The company says its coverage extends to risks such as prompt injection, risky MCP servers and unusual AI-driven activity. Those detections go through the same MDR workflow as other alerts, so AI activity is investigated alongside identity, endpoint, cloud and SaaS signals. Daylight says the capability is already in use with enterprise customers, including Miro.

The timing reflects pressure on security teams. Daylight’s announcement points to a run of incidents in October that it calls “Black October,” and cites a July 2026 ISC2 survey in which 65% of cybersecurity professionals using AI said they now spend more time deciding whether to trust its recommendations than they did a year earlier, and 63% said they spend more time verifying its output.

“The future of security operations won’t be defined by how many people a company can deploy, but by how effectively AI agents can take on increasingly complex security work,” said Hagai Shapira, Daylight’s co-founder and CEO. He described the company’s approach as “an agent-native model that combines the speed and scale of AI with the judgment and oversight of human experts.”

Goldman’s cyber desk and Okta Ventures sign on

Irit Kahan, managing director and global head of cyber security investing within Growth Equity at Goldman Sachs Alternatives, said the firm sees “a significant opportunity for agentic technologies to transform how security outcomes are delivered.” She added that combining human expertise with agents could let organizations “respond at machine speed, with greater accuracy and at scale.”

The participation of Okta Ventures, the venture arm of the identity company, adds a strategic investor from a field closely tied to Daylight’s investigations. The company also lists angel investors including the founders of Wiz, Cyera, EON and Armis.

Founders from Torq

Shapira and co-founder Eldad Rudich met while serving in an elite Israeli military intelligence unit. Both later worked at security automation company Torq: Shapira as an early product leader working with enterprise security teams, and Rudich as Torq’s first employee and VP of R&D, where he built its core platform and engineering organization.

Daylight says it will use the new money to expand its US presence, enter markets in EMEA and APAC, grow its security engineering and technology teams, and speed up development of its platform.