Ballistic Ventures 拟新募 4.9 亿美元，瞄准 AI 驱动的网络安全热潮
Ted Schlein’s Ballistic Ventures seeks $490M for new funds amid AI-driven cybersecurity boom
- 1网络安全风投 Ballistic Ventures 已向美国 SEC 递件，拟募集 4.9 亿美元设两只新基金，公司拒绝置评
- 2两只基金分别为 3.6 亿美元的第三期旗舰基金和 1.3 亿美元的 Fund B，递件时两只基金均未录得任何销售
- 3摩根大通援引 PitchBook 数据称 2025 年美国网络安全初创融资达 115 亿美元，为 2022 年以来最高
- 4微软年度数字防御报告称黑客更多用 AI 做钓鱼、社会工程和恶意软件开发，攻击更快、规模更大
AI 抬高了攻防两端的投入需求，网络安全重新成为风投加码的赛道，专业基金正借势扩大募资规模。
- 影响：资金涌入预示安全新品供给会增加，企业选型空间变大；微软报告指出攻击方正用 AI 提速扩规模，防御侧投入的优先级随之上升。
- 参考：可考虑把钓鱼、社会工程等 AI 加持的攻击手法纳入现有风险评估；值得在采购安全工具前先盘点现有防御对这些场景的覆盖缺口。
- 依据：募资金额出自 SEC 监管文件，Ballistic 拒绝置评；融资与占比数据为摩根大通援引 PitchBook，攻击趋势出自微软年度数字防御报告。
Ballistic Ventures, the cybersecurity-focused venture capital firm co-founded by former Kleiner Perkins partner Ted Schlein (pictured above, second from the right), is seeking to raise $490 million across two new funds, TechCrunch has learned through regulatory filings.
The San Francisco-based VC firm filed with the U.S. Securities and Exchange Commission this week to raise $360 million for its third flagship fund, matching the size of its previous fund raised in 2024, and another $130 million for a separate vehicle called Ballistic Ventures Fund B. Neither fund had recorded any sales at the time of filing.
The fundraising plans come as the growing use of artificial intelligence has raised concerns about more sophisticated cyberattacks. The rise of AI agents has also created new opportunities for cybersecurity startups and the venture capital firms backing them.
Founded in late 2021, Ballistic Ventures’ founding team includes Schlein, former AT&T Cybersecurity president Barmak Meftah and Roger Thornton, who co-founded security companies Fortify Software and AlienVault. The firm has backed companies including Talon Cyber Security, acquired by Palo Alto Networks, and Pangea, bought by CrowdStrike, alongside startups such as Armadin, GetReal, Nudge Security and Oligo Security.
Ballistic’s ties to storied venture capital firm Kleiner Perkins, where Schlein spent more than two decades, help set it apart from rivals, a cybersecurity investor at another VC firm told TechCrunch. Its investment strategy, however, is similar to those of other cybersecurity-focused investors, including Forgepoint Capital and Ten Eleven Ventures, the person said.
In 2022, Ballistic announced its $300 million debut fund and raised another $360 million for its second flagship fund two years later. It also raised about $130 million for a separate vehicle called Ballistic Ventures Fund A, per PitchBook data. The new Fund B is targeting a similar amount.
U.S. cybersecurity startups raised $11.5 billion in 2025, the highest since 2022, a recent report by JPMorgan Chase said, citing PitchBook data. AI-enabled companies accounted for about 72% of U.S. cybersecurity venture deals through May this year, compared with 36% in 2019, the report said.
Separately, Microsoft, in its annual Digital Defense Report released last month, warned that hackers are increasingly using AI for activities ranging from phishing and social engineering to malware development. The technology is allowing attackers to operate faster and at greater scale, even as many of their underlying techniques remain unchanged.
Ballistic Ventures declined to comment on its fundraising plans.
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Jagmeet covers startups, tech policy-related updates, and all other major tech-centric developments from India for TechCrunch. He previously worked as a principal correspondent at NDTV.
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来源：TechCrunch · AI · techcrunch.com