The market
A once-in-a-decade investment window.
The SASE market is not merely growing — it is undergoing a structural transformation. Enterprises are abandoning fragmented, multi-vendor architectures in favour of unified, cloud-native platforms.
$97B
Cumulative market
Total projected SASE spending through 2030, per Dell'Oro Group (Feb 2026)
23.6%
Compound annual growth
Vastly outpacing the broader cybersecurity market at ~7–8%
6×
Unified SASE growth
Gartner & Dell'Oro forecast Unified SASE growing 6× faster than disaggregated
SASE is broken
The latency of human intervention.
Cisco, Palo Alto, Checkpoint — the legacy giants — are drowning in their own complexity. They create vast Data Graves of telemetry with no capacity for real-time autonomous action.
- 01
Data Graves, not action
Logs accumulate but threats go unaddressed in real time — response is always delayed by human-in-the-loop processes.
- 02
Inherited technical debt
Incumbent vendors are consumed migrating their own legacy customers, leaving no bandwidth to innovate at the AI layer.
- 03
Reactive to autonomous
Industry is shifting from reactive, alert-based security to autonomous, agentic real-time enforcement — incumbents cannot make the leap.
Market validation at scale
The world's most sophisticated investors are already deploying capital.
A clear signal that the market thesis is proven and the growth runway is substantial. Consolidated, cloud-native security and networking is the defining enterprise infrastructure category of this decade.
Vitruvian Partners
Growth equity · European tech
Lightspeed Venture Partners
Tier-1 global venture firm
Adams Street Partners
Multi-stage · global reach
ION Crossover Partners
Late-stage crossover specialist
Acrew Capital
Cybersecurity & infrastructure
Greylock · SoftBank
Deep enterprise software pedigree