Stroom Fund III: Where We Are Looking in 2026
The four AI-security convergence themes driving Fund III deployment: autonomous detection, identity re-architecture, developer-embedded security, and zero-knowledge compliance infrastructure.
Stroom Capital backs the engineers and founders building AI-native security infrastructure for the European digital economy. Three funds. Thirteen companies. Seed to Series A, from Amsterdam.
Read Our Thesis →Threat actors move at machine speed. Human analysts cannot keep up without AI augmentation.
Trust is earned by knowing who you're dealing with, detecting what threatens you, and proving you comply.
Security shifts left or it shifts too late. The next generation of platforms bakes it in.
Threat intelligence. Identity infrastructure. Developer security. Managed detection. Data-layer encryption. Each company in the portfolio is a security-first business — not a software business with a security module.
Three operators. $168M deployed. Deep in cybersecurity since before it was a VC category.
The four AI-security convergence themes driving Fund III deployment: autonomous detection, identity re-architecture, developer-embedded security, and zero-knowledge compliance infrastructure.
Based on conversations with founders across the Stroom portfolio: the things security-focused investors often get wrong, and what operators actually want when they take capital from a technically credible firm.
Six architectural principles for building durable digital trust — from identity-first access models and zero-trust microsegmentation to supply chain provenance and security-by-default API design.