Blumberg Capital

Cybersecurity continues to move to the center of enterprise strategy as industry leaders gathered at RSAC in San Francisco this month. What was once an IT function is now a core driver of business resilience, customer trust, and investor confidence. A few themes emerging across the ecosystem: ➡️ Board-level priority: Cybersecurity is now directly tied to customer trust and investor confidence ➡️ Shift to prevention: The market is moving beyond detection toward proactive, AI-driven security models ➡️ AI-enabled threats: ~26% of global incidents now involve AI-powered attacks For founders, this shift is creating opportunity. The next generation of cybersecurity companies will be defined by AI-native, prevention-first approaches that move beyond legacy, reactive models. Read more in the latest Compass newsletter. 👇

Congratulations to the Theator team on being recognized by Fast Company as one of the World’s Most Innovative Companies of 2026. 👏 CEO Tamir Wolf and the Theator team continue to push the boundaries of “surgical intelligence” - unlocking the power of surgical video to drive better outcomes, improve transparency, and elevate standards of care across the healthcare system. We’re proud to have partnered with Theator from the earliest days and to support this important mission. 🚀 Thanks to our colleagues Yodfat Harel Buchris and Jacob Katz for leading us on the journey ahead with the Theator team. Fast Company's David Salazar and Shalene Gupta David Salazar share more about the most innovative healthcare companies in 2026: https://lnkd.in/eiAJY8iv

We kicked off RSAC Day 2 with strong coffee, fresh smoothies and even better conversations ☕️ Our team, led by Lior Carmel and Pramod Gosavi, hosted an early morning meet up for global security leaders including Joel Bork, CISO of unicorn DoubleVerify, a Blumberg Capital "alum" - plus founders from our active cyber portfolio companies Aryon Security and AiStrike. We covered how AI-powered, preemptive technologies are reshaping security, alongside real-world challenges and candid perspectives from the front lines. We love welcoming the cybersecurity ecosystem to our SF office, aiming for quality connections in the midst of the noise and scale of RSAC week.

#RSAC alert! Perfect day for 🍦 and to meet the Aryon Security team. 📆 Today, March 24 📍 725 Market St., San Francisco 🕛 12:00 PM

The Six Ts continue to be a core framework for early-stage investing at Blumberg Capital: theme, team, terrain, technology traction, terms. But markets evolve and so do the way we think about building enduring companies. That’s why we’ve introduced a seventh T: Trajectory. As AI-native and rapidly scaling companies redefine what early growth looks like, Trajectory focuses on how a business compounds over time not just where it is today, but where it’s headed. Read about the seventh T in our latest newsletter: https://lnkd.in/gXyeYfmC

Books can challenge assumptions, introduce new ways of thinking, and help leaders navigate rapidly changing markets. Blumberg Capital team members, founders and friends shared a few titles to add to our 2026 reading lists. 📚 Right/Wrong: How Technology Transforms Our Ethics Recommended by Patrick Steele, Blumberg Capital advisor and veteran CIO Technology moves quickly, but ethical frameworks evolve more slowly. As founders work in fields reshaped by AI, biotechnology, and automation, Right/Wrong offers considerations that reach beyond product roadmaps or quarterly goals. 📚 Season of the Witch: Understanding the Roots of San Francisco’s Creative Energy Recommended by Steve Gillan, Blumberg Capital CFO/COO Season of the Witch provides founders context for why particular cities become hubs for innovation and unconventional thinking. The book explores the social, cultural, and political forces that shaped San Francisco’s creative ecosystem. 📚 Mindset: The New Psychology of Success Recommended by Kathy M. Zhu, co-founder and CEO at Streamline AI A growth mindset can be the difference between a team that adapts to survive and one that fails. For founders building teams in uncertain environments, the book highlights how cultivating resilience and continuous learning can influence both hiring decisions and long-term company success. Read more: https://lnkd.in/gFx6mTBa

Leaders across the Blumberg Capital portfolio regularly share practical insights on building and scaling companies. A few to consider as we kick off another week: 1️⃣ Great teams are intentional teams 2️⃣ Alignment accelerates progress 3️⃣ Mistakes can become catalysts for improvement 4️⃣ Humility invites contribution Insights from CEOs at Aryon Security, Field Materials AI, and other portfolio companies illustrate how these principles show up in day-to-day decisions for early-stage teams. More tips for founders from founders: https://lnkd.in/gpYmwzwt

There are 747 open roles across the Blumberg Capital portfolio as companies apply AI to transform the modern enterprise across financial services, cybersecurity, supply chain & logistics, data analytics & infrastructure, and health tech. A few of the companies currently hiring include: Hootsuite Angle Health Yotpo Imagene AI FundGuard FirmPilot 🚀 Explore open positions: https://lnkd.in/eektUYZz 💡 Join our talent network to keep tabs on opportunities: https://lnkd.in/geH-NVie

📊 Insights from a recent Blumberg Capital Innovation Council survey highlight how enterprise technology leaders view the rise of agentic AI and what it means for the next generation of startups: -  AI is becoming an industry-defining platform shift. 72% of expect AI to fundamentally reshape their industries by 2027, while 0% viewed AI as unimportant. - Agentic AI is quickly becoming a competitive requirement. 83% believe incorporating agentic AI into business operations will be critical to remain competitive. -  Startups will help drive the next wave of innovation. 64% expect startups to be key partners in advancing agentic AI. An additionalk 17% view startups as critical to driving the most meaningful agentic AI breakthroughs. Learn more in the latest Compass newsletter: https://lnkd.in/gDZvd9Px

Blumberg Capital was honored to host Israel’s Minister of Economy and Industry Nir Barkat, Israel’s Economic Minister to North America Nathan Tsror and Consul General Zuri Siso for a private roundtable this week. South Florida investors and business leaders came together to discuss Israel’s economic resilience and the enduring strength of its innovation ecosystem. We also discussed opportunities to deepen collaboration between Israeli founders and the growing South Florida investment community. Blumberg Capital has invested in visionary Israeli founders for decades and is proud to call Miami home alongside a number of Israeli founders across our portfolio including Dean Bitan, CEO of Imagene AI and Tamir Wolf, CEO of Theator. Thank you to everyone who contributed to this timely discussion.