Tines

Tines built the most approachable path to security automation — a no-code platform where understaffed SOC and IT teams chain actions across their existing tools to handle phishing response, alert triage, threat enrichment, and incident handling without writing a line of code — and that accessibility is the whole point in a market where the chronic constraint is a shortage of automation engineers. The $125M Series C (February 2025, led by Growth Equity at Goldman Sachs Alternatives) minted a $1.125B unicorn valuation with a strategically loaded cap table: SoftBank, Accel, Felicis, Addition, and notably CrowdStrike, whose participation hints at partnership and potential acquisition interest from the endpoint leader building out its own security-operations layer. Total funding of ~$272M gives Tines runway to expand beyond SOAR into broader AI-assisted workflow automation, the natural evolution as agentic AI needs a deterministic, auditable execution fabric to actually take safe actions across the enterprise stack — exactly what Tines provides. As an independent Irish unicorn with genuine product love (users repeatedly cite its cleaner builder against clunkier rivals) and a land-and-expand motion into security operations, Tines is positioned to ride the automation wave either as a standalone platform or as the orchestration layer a giant acquires to anchor its AI-SOC ambitions.

Tines is a horizontal automation platform in a market that has decided the future is agentic AI SOC — and it risks being outflanked from both ends. Torq, its closest peer, raised more, moved earlier into an agentic AI-SOC architecture, and was named by Gartner in May 2026 the "company to beat" in AI SOC agents, precisely the positioning Tines needs and does not yet clearly own. Above it, the platform giants are absorbing SOAR wholesale: Palo Alto's Cortex XSIAM, Microsoft Sentinel with Security Copilot, Google SecOps, and CrowdStrike's own Falcon platform all bundle automation into suites, and standalone SOAR — a category Gartner has already declared is being subsumed — is exactly the kind of point capability that gets commoditized into a feature. The no-code differentiation that made Tines accessible also caps it: as AI agents learn to generate and execute workflows from natural language, the visual builder that was Tines's moat could become a legacy interface. The CrowdStrike investment cuts both ways — a partner today, but a signal that the giant may prefer to own the layer rather than integrate it. At a $1.125B valuation and ~$272M raised, Tines must prove it can become the durable AI-automation fabric rather than a well-loved SOAR tool the platform market grows past.