Bogomil Balkansky

Seed/early

Bogomil Balkansky

“I’m a very intuitive person. If I try to be overly rational and put all the pros and cons in a spreadsheet, I get myself into trouble. But if I follow my gut, I rarely make mistakes.”

“I’m a very intuitive person. If I try to be overly rational and put all the pros and cons in a spreadsheet, I get myself into trouble. But if I follow my gut, I rarely make mistakes.”

“I’m a very intuitive person. If I try to be overly rational and put all the pros and cons in a spreadsheet, I get myself into trouble. But if I follow my gut, I rarely make mistakes.”

Backstory

Happenstance has been a theme in my life—that, and being open to opportunities. I found myself in the U.S. because I was lucky enough to come of age right after the fall of the Berlin Wall, and got a scholarship that made it possible for me to leave communist Bulgaria. I started swimming with whales because a wildlife photographer I follow on Instagram put out an invitation for a trip. And I’m at Sequoia not because I planned to become a VC, but because fate connected me with the right people—namely Roelof, who I knew from Stanford GSB, and Carl, who I’d worked with closely for years at VMware.

On the Lookout for

Markets come and go, so we need to move in lockstep with their evolution. The logical domains for me are cloud infrastructure, developer tools, DevOps, open source, observability as well as SaaS apps for sales and marketing, because that’s where my background is. But I try to follow the advice several of my partners gave me when I first joined Sequoia—don’t specialize too narrowly, and get out of my comfort zone.

In terms of specific companies and entrepreneurs, I’m looking for the same things I did when I was running large teams and hiring people: iconoclastic thinking, the courage to break paradigms, defiance of common wisdom. Ideas that aren’t obvious and that challenge my own assumptions. I’m also looking for charisma, but that can manifest in different ways. Maybe you’re a great salesperson, but maybe you’re a deep thinker or an amazing technologist or an exceptional recruiter. It’s magnetism.

Personal Side

Cooking / Entertaining / Diving / Wildlife photography / Married life

Companies

Current companies

Company Name

Short description

Current Stage

Founders

First Partnered

Company Name

Short description

Company Name

Apex

Apex is a Security Platform for generative AI and LLMs that helps companies remediate AI risks from any source.

Seed

Matan Derman

Tomer Avni

Pre-Seed/Seed

(

2023

)

Apex

Apex is a Security Platform for generative AI and LLMs that helps companies remediate AI risks from any source.

Apex

Bigeye

Bigeye improves data quality at scale with observability, incident management and automation.

Growth

Egor Gryaznov

Kyle Kirwan

Pre-Seed/Seed

(

2021

)

Bigeye

Bigeye improves data quality at scale with observability, incident management and automation.

Bigeye

Chainguard

Chainguard is the safe source for open source.

Growth

Kim Lewandowski

Dan Lorenc

Matt Moore

Ville Aikas

Pre-Seed/Seed

(

2022

)

Chainguard

Chainguard is the safe source for open source.

Chainguard

Chkk

Chkk keeps complex Kubernetes environments up and running.

Seed

Awais Nemat

Fawad Khaliq

Ali Khayam

Pre-Seed/Seed

(

2022

)

Chkk

Chkk keeps complex Kubernetes environments up and running.

Chkk

Cortex

Cortex helps engineering teams improve their service-oriented architecture.

Growth

Ganesh Datta

Anish Dhar

Nikhil Unni

Pre-Seed/Seed

(

2020

)

Cortex

Cortex helps engineering teams improve their service-oriented architecture.

Cortex

Cyera

Cyera transforms the way organizations secure data in the cloud with Data Reality.

Early

Yotam Segev

Tamar Bar-Ilan

Pre-Seed/Seed

(

2022

)

Cyera

Cyera transforms the way organizations secure data in the cloud with Data Reality.

Cyera

Deno

Deno is building application development for the modern web.

Early

Ryan Dahl

Bert Belder

Pre-Seed/Seed

(

2022

)

Deno

Deno is building application development for the modern web.

Deno

FastAPI Labs

FastAPI Labs helps developers build apps and APIs.

Seed

Sebastián Ramírez

Pre-Seed/Seed

(

2024

)

FastAPI Labs

FastAPI Labs helps developers build apps and APIs.

FastAPI Labs

Infracost

Infracost helps engineering teams understand how their code changes will affect their cloud costs.

Early

Hassan Khajeh-Hosseini

Ali Khajeh-Hosseini

Alistair Scott

Pre-Seed/Seed

(

2021

)

Infracost

Infracost helps engineering teams understand how their code changes will affect their cloud costs.

Infracost

Mutiny

Mutiny is a no-code AI platform helping marketers convert their top-of-funnel demand into revenue.

Growth

Nikhil Mathew

Jaleh Rezaei

Pre-Seed/Seed

(

2021

)

Mutiny

Mutiny is a no-code AI platform helping marketers convert their top-of-funnel demand into revenue.

Mutiny

Oasis Security

Oasis is the first enterprise platform for non-human identity management.

Early

Danny Brickman

Amit Zimerman

Pre-Seed/Seed

(

2023

)

Oasis Security

Oasis is the first enterprise platform for non-human identity management.

Oasis Security

Pydantic

Pydantic is an AI agent framework and LLM observability solution.

Early

Samuel Colvin

Pre-Seed/Seed

(

2023

)

Pydantic

Pydantic is an AI agent framework and LLM observability solution.

Pydantic

Salt Security

Salt Security is a cybersecurity company focused on securing APIs.

Growth

Roey Eliyahu

Michael Nicosia

Pre-Seed/Seed

(

2020

)

Salt Security

Salt Security is a cybersecurity company focused on securing APIs.

Salt Security

Sandstone

Sandstone enables modern in-house teams to move at the speed of AI, deliver better outcomes and create measurable value.

Seed

Liam Germain

Nick Fleisher

Jarryd Strydom

Pre-Seed/Seed

(

2025

)

Sandstone

Sandstone enables modern in-house teams to move at the speed of AI, deliver better outcomes and create measurable value.

Sandstone

Scanner

Scanner lets teams search and monitor years of security data, not just the 30 days a SIEM keeps.

Early

Cliff Crosland

Steven Wu

Pre-Seed/Seed

(

2026

)

Scanner

Scanner lets teams search and monitor years of security data, not just the 30 days a SIEM keeps.

Scanner

Temporal Technologies

Temporal enables any software application to handle failures gracefully and in a user-friendly way.

Growth

Samar Abbas

Maxim Fateev

Pre-Seed/Seed

(

2019

)

Temporal Technologies

Temporal enables any software application to handle failures gracefully and in a user-friendly way.

Temporal Technologies

Traversal

Traversal is an AI SRE agent that troubleshoots, resolves and prevents production incidents.

Early

Anish Agarwal

Raj Agrawal

Ahmed Lone

Raaz Dwivedi

Pre-Seed/Seed

(

2024

)

Traversal

Traversal is an AI SRE agent that troubleshoots, resolves and prevents production incidents.

Traversal

Zafran

Zafran is a threat exposure management platform that integrates with security tools to reveal, remediate and mitigate all infrastructure risks.

Early

Sanaz Yashar

Snir Havdala

Ben Seri

Pre-Seed/Seed

(

2023

)

Zafran

Zafran is a threat exposure management platform that integrates with security tools to reveal, remediate and mitigate all infrastructure risks.

Zafran

Enduring companies

Company Name

Short description

Current Stage

Founders

First Partnered

Company Name

Short description

Company Name

Wiz

Wiz secures everything built and run in the cloud.

Acquired

Yinon Costica

Assaf Rappaport

Roy Reznik

Ami Luttwak

Pre-Seed/Seed

(

2020

)

Wiz

Wiz secures everything built and run in the cloud.

Wiz