◆ The verdict · graded on go-to-market

Protect AI is graded B — GTM Exposure Index 68 — in the Security for AI division of the Markets InSecurity Kumite, Retired class.

P
Security for AI · Retired

Protect AI

Retired → Palo Alto Networks (2025) · $108.5M raised · the AI-security pioneer absorbed into a platform
Blue · 2
01Tale of the Tapelive metrics
Exit
→ Palo Alto
Year
2025
Capital
Acquired → Palo Alto
Belt
Blue · 2
02GTM Exposurethe portrait · 7 dims
POSDEMCATDURCHNRESCITE
Seven-dimension portrait generated from the GTM Exposure Index — including AI Citation density across LLM search engines.
◆ AI CITATION · 7th dimensionrefreshed 2026-05-27
Cross-engine score95/100
Engines testedPerplexity · OpenAI · Grok · Gemini
Citation count4 across 1 queries
Share of category100%
03Scouting Reportpartial · operator read
The exit that proved the thesis — $108.5M independent absorbed by Palo Alto. When a capability is strategic and adjacent, the platform acquires rather than partners. It did.
◆ Through the Venture in Security lens · our read

The exit that proved the thesis — a $108.5M independent absorbed by Palo Alto. ViS: when a capability is strategic and adjacent, the platform acquires rather than partners.

🔒Alliance & M&A dimensionsRoS PRO
PARTNERS Announced partnerships — alliance / OEM / channel / integration
OVERLAP Partnership-ecosystem overlap vs. rivals
M&A Acquisition-likelihood — partnership orbits + corporate-VC backing
CAPITAL Lead-investor tiers — clean VC / PE / founder read
GTM Exposure Index — by dimensionillustrative · /100
DimensionCodeScore
PositioningPOS72
DemandDEM68
CategoryCAT75
DurabilityDUR68
ChannelCHN65
ResilienceRES60
AI CitationCITE95
Composite exposureEXP68