Our Newsletter

JANUARY – MARCH | 2026
INFRASTRUCTURE SHIFT

Q1 2026 marked a shift toward agent-driven infrastructure, with the rise of Computer Use Agents (CUA) and agent-native systems redefining enterprise security around identity, posture, and observability. Portfolio companies including Straiker AI, Lema, and Claroty continue to build across this emerging stack as adoption accelerates.

November & December ｜ 2025
Portfolio Momentum

November and December marked strong milestones across the Rain Capital ecosystem. Zscaler announced its intent to acquire Rain portfolio company SPLX, while Clover Security raised $36M to accelerate its AI-native product security platform. Portfolio companies Astrix Security and Straiker AI were recognized on Fortune’s Cyber60 list, and Elisity earned a spot on Deloitte’s Technology Fast 500.

October｜ 2025
Portfolio Breakouts

October brought strong activity across the Rain Capital portfolio. Fleak.ai joined the Databricks AI Accelerator and raised a $5M seed round, while SPLX reported record growth. Rain companies Elisity and Seemplicity also received the SINET16 Innovation Award.

September | 2025
INDUSTRY SIGNALS

September brought key developments across the AI security landscape. Rain portfolio company Lakera was acquired by Check Point, while Straiker uncovered a new AI-powered offensive tool, and Rain partners Dr. Chenxi Wang and David Cross spoke at major industry events including TechCrunch Disrupt and the Madrona CIO Summit.

September | 2025
PORTFOLIO HIGHLIGHTS

August saw strong activity across the Rain Capital ecosystem. Seemplicity raised a $50M Series B to scale its security remediation platform, while SPLX exposed vulnerabilities during OpenAI’s GPT-5 rollout. Dr. Chenxi Wang also engaged the broader security community through SF Tech Weekend office hours and the Cyber Confidential podcast.