Valence Security vs IBM
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.
About
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.
Armonk NY hybrid cloud and enterprise AI (NYSE: IBM) at $62.8B revenue; $6B+ generative AI bookings, record $12.7B free cash flow 2024, DataStax acquisition for watsonx vector database competing with Microsoft Azure for enterprise AI.
About
International Business Machines Corporation (IBM) is an Armonk, New York-based global technology and consulting company — publicly traded on the New York Stock Exchange (NYSE: IBM) as an S&P 500 component — providing hybrid cloud infrastructure, artificial intelligence software, and enterprise IT consulting through approximately 270,300 employees in 170 countries with $62.8 billion in annual revenue. Founded on June 16, 1911, as Computing-Tabulating-Recording Company through a merger orchestrated by financier Charles Ranlett Flint, renamed IBM in 1924 under Thomas Watson Sr., IBM has undergone multiple strategic transformations over its 110+ year history: building the System/360 mainframe platform (1964), launching the IBM PC (1981), selling the PC division to Lenovo (2005, $1.75B), and completing the $34 billion Red Hat acquisition (2019) that repositioned IBM as a hybrid cloud platform company. CEO Arvind Krishna (appointed April 2020) has focused IBM's strategy on three areas: hybrid cloud (powered by Red Hat OpenShift, the enterprise Kubernetes platform), AI (the watsonx platform for enterprise AI model development and deployment), and enterprise consulting. Under Krishna, IBM recorded $12.7 billion in free cash flow in 2024 (a company record), surpassed $6 billion in generative AI bookings since June 2023, and saw the stock price double — trading at all-time highs through 2024-2025. IBM announced the DataStax acquisition in 2025 to deepen watsonx's data layer with AstraDB (vector database for AI applications), DataStax Enterprise (Apache Cassandra), and Langflow (low-code AI agent development).
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