Incognia is a location identity and fraud prevention company that uses device intelligence, location behavioral analytics, and AI to help platform businesses — from food delivery to financial services — detect fraud without compromising the user experience. By processing signals from GPS, Wi-Fi, and Bluetooth without capturing PII, Incognia identifies legitimate users from fraudsters across multiple devices with 99.999999% accuracy, a 0.0001% false-positive rate, and no friction for genuine users. Deployed on over 200 million smartphones and protecting nearly 1 billion devices, Incognia has become the go-to fraud layer for platforms like Grubhub, Delivery Hero, and Upwork.
Mixpanel is a product analytics platform that helps teams understand how users actually behave inside their digital products. Built around event-based tracking rather than page views, it lets companies run funnels, cohorts, retention curves, and experiments without writing SQL. Founded in 2009 by Suhail Doshi and Tim Trefren out of Y Combinator, the company now serves more than 8,000 paying customers and crossed $210M ARR.
Spec is an AI-resistant fraud prevention platform that monitors the entire customer journey - not just login or checkout - to detect bots, fraud rings, and abusive AI agents in real time. Founded in 2020 in San Jose by ex-eBay and ThreatMetrix operators, Spec protects Fortune 500 consumer brands across e-commerce, ticketing, food delivery, and marketplaces.
Corelight is a San Francisco-based cybersecurity company that pioneered the commercial Open NDR (Network Detection and Response) platform, built on Zeek - the gold-standard open-source network security monitor created by co-founder Dr. Vern Paxson at Lawrence Berkeley National Lab. By transforming raw network traffic into high-fidelity, structured logs and pairing them with AI-powered analytics, Corelight gives enterprise security teams and government agencies the evidence they need to detect, investigate, and respond to threats faster. With $309M in total funding, 40%+ ARR growth, and recognition as a Gartner Magic Quadrant Leader for NDR, Corelight is widely regarded as the most trusted platform for network-based threat detection.