Side-by-side comparison of AI visibility scores, market position, and capabilities
SaaS security platform managing risks from SaaS-to-SaaS integrations, OAuth grants, and collaboration tool sprawl. Tel Aviv Israel; raised $25M+; Valence discovers and remediates risky third-party app connections across Google Workspace, Microsoft 365, and Slack environments.
Valence Security is a SaaS security company founded in 2021 and headquartered in Tel Aviv, Israel. The company identified a growing but underaddressed attack surface: the web of integrations, OAuth grants, and third-party app connections that accumulate as organizations adopt dozens of SaaS applications. Each integration creates a trust relationship that can be exploited if the third-party application is compromised, if a token is leaked, or if permissions are granted far beyond what the use case requires. Valence was built to give security teams full visibility and governance over this SaaS integration mesh.\n\nValence raised $25 million in a Series A round led by Microsoft's M12 venture fund, with participation from YL Ventures and Porsche Ventures. The platform connects to the organization's core SaaS applications — including Microsoft 365, Google Workspace, Salesforce, GitHub, Slack, and Zoom — and discovers all OAuth applications connected to them, the permissions granted, the users who authorized them, and whether the connected applications have known security issues. Security teams can review, revoke, and enforce policies on third-party app access without disrupting end users.\n\nValence's collaboration security capabilities extend beyond OAuth to cover sharing configurations — identifying when sensitive documents, files, or data are shared externally or with overly broad permissions in collaboration tools. The platform also monitors for SaaS misconfigurations and tenant-level security settings that deviate from security baselines. Its remediation workflows allow security teams to alert the responsible users, request justification for sensitive access, or automatically revoke connections that violate policy.
CrowdStrike (CRWD) reported $3.95B ARR in FY2025 (ended Jan). Revenue $3.74B, up 29% YoY. Market cap ~$85B. 8,600+ employees. Austin, TX. AI-native cybersecurity platform. Charlotte AI for threat detection.
CrowdStrike is an AI-native cybersecurity company founded in 2011 by George Kurtz, Dmitri Alperovitch, and Gregg Marston and headquartered in Austin, Texas, that built the endpoint detection and response (EDR) category and has since expanded into the broadest cloud-native cybersecurity platform in the industry. The company was founded on the insight that traditional antivirus software — signature-based, retrospective, and endpoint-isolated — could not keep pace with sophisticated adversaries operating at machine speed. CrowdStrike's founding architecture, the Falcon platform, was designed cloud-native from day one: a single lightweight agent on the endpoint feeding a cloud-based AI that learns from trillions of security events across every customer simultaneously. The company trades on Nasdaq under the ticker CRWD.\n\nThe CrowdStrike Falcon platform consolidates more than 28 security modules across endpoint security, identity threat protection, cloud security, next-gen SIEM and log management, threat intelligence, and managed detection and response — all delivered through a single agent and unified console. The AI at the platform's core, Charlotte AI, provides conversational security operations, automated investigation, and AI-generated threat summaries that reduce analyst workload. CrowdStrike's threat intelligence team, Adversary Intelligence, tracks and names nation-state and criminal threat actors globally, giving customers predictive insight into campaigns before they hit their environments.\n\nCrowdStrike reported $3.95 billion in annual recurring revenue (ARR) for FY2025 and total revenue of $3.74 billion, up 29% year over year, with a market capitalization of approximately $85 billion. The company has 8,600+ employees and counts a substantial share of the Fortune 500 and global governments as customers. Despite the July 2024 sensor update incident that caused a significant IT outage affecting millions of Windows systems globally, CrowdStrike's customer retention remained strong — a testament to the platform's depth of integration and the switching costs built into its consolidated architecture.
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