AI agents are executing
real-world actions.
Nothing is stopping the bad ones.
What can go wrong
A hallucinated API call
Deletes production data. Millions lost.
An unauthorized transaction
Clears a financial account. Customer sues.
An unlogged action
Regulators investigate. Fines. Prison time.
No system stops this today. Content filters exist. Action boundaries don't.
Does the market see the problem?
Yes. Hard evidence:
of enterprises have had AI-agent incidents
Data loss, security breach, unauthorized action
are unprepared for August 2026 enforcement
EU AI Act, KI-loven, prEN 18229-1 all mandate action logging and control
AI governance market today
Growing to $5.88B by 2035 (CAGR 34%)
Is the market moving?
Yes. Three funded companies emerged in the last 18 months:
Straiker
$21M seed (Lightspeed + Bain). Runtime security for AI agents.
Holistic AI launches Guardian Agents
Real-time intervention. UK-based, Series A.
Lakera acquired by Check Point
$300M for AI security company. Market validates the space.
This space did not exist 18 months ago. It's real and it's moving fast.
Lakera → Check Point
$300M
November 2025
This is not theoretical. The exit floor is set.
We see the problem
The market needs something that doesn't exist yet.
Governance platforms exist (Credo AI, OneTrust)
But they audit. They don't prevent.
Security platforms exist (Straiker, HiddenLayer)
But they detect threats. They don't control actions.
Nobody has an execution boundary
Stop unauthorized actions before they happen. Prove it was stopped.
How VALO fits
We built the execution boundary layer that doesn't exist yet.
Before action:
Agent says "delete production data"
VALO checks: authorized?
If authorized:
Action happens. Logged. Immutable receipt. Done.
If not authorized: Action stops. Regulator asks "prove you controlled this." You show the WORM log.
How it scales
From one company to all of Europe:
Cognite (Norway, $2.1B)
They need KI-loven compliance by August. VALO is the infrastructure.
Other Norwegian companies
Financial services, healthcare, energy. Same deadline. Same need.
Europe (Dec 2027 EU AI Act enforcement)
Larger market. Same problem. 18 months to deploy.
Global (wherever AI agents execute)
Category standard. ACS (Agent Control Standard). Like TCP/IP for agents.
Worst case
We're wrong about the market.
Reality check:
• 65% of enterprises already had incidents. That's not speculation.
• Three funded competitors emerged in 18 months. That's not random.
• Lakera sold for $300M. That's not luck.
• August 2026 enforcement is law, not opinion.
Even if we're partially wrong about scale, the core problem is real and it's now.
Best case
August 2026 regulatory window creates mandatory demand in three jurisdictions simultaneously.
EU AI Act
Dec 2027
KI-loven
Aug 2026
prEN 18229-1
Aug 2026
18 months becomes 6 weeks. VALO becomes the reference implementation for logging, control, and proof.
What we need help with
Three things:
Regulatory access
You have credibility with government and enterprises. We need that channel open.
Market credibility
Your reputation in GRC and compliance. Your name next to ours changes how people listen.
Capital
Pre-seed to get from here to first customer proof. Then the market validates itself.
You set the terms. We listen. This is a conversation, not a pitch.