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Why We Invested in Lumbra: Bringing AI Agents to High-Consequence Environments

11/10/2026

Across the Department of War and Intelligence Community, the evidence behind a decision can be scattered across many different teams, tools, and networks at varying classification levels. Building a complete picture of a contested battlespace can require linking hundreds of systems. Even answering a single intelligence question can mean moving between separate workstations, piecing together evidence by hand, and figuring out what can be shared while decision-makers wait.

AI agents can help teams work through more of that information. To rely on their findings though, analysts and decision-makers need to know what the agents accessed, whether they stayed within the rules, and which sources support each conclusion. That combination of control and verifiability is essential in the government’s most demanding environments, and we believe enterprises will demand the same capabilities as they put agents to work on decisions they need to explain and defend.

Enter Lumbra, the operating system for AI agents in high-consequence environments, already running in production on top-secret U.S. government networks

Lumbra lets organizations run large networks of agents that work together on complex questions. Teams can combine models, give agents access to the sources they’re authorized to use, and keep sensitive data where it already lives. The platform records what each agent did, ties each claim back to its source, and tests how agents perform before and after deployment. That means teams can review the evidence behind a conclusion, build on findings they’ve already verified, and catch reliability problems as workflows scale. People set the rules and make the final call.

We can’t think of a better team to tackle this problem than Aaron Brown and Michael Hiebert. Both served as U.S. Army Rangers. Aaron went on to serve as a CIA operations officer, and Michael is an MIT-trained engineer who led engineering at defense technology companies that built machine learning systems for the Intelligence Community. That firsthand understanding has translated into remarkable progress. Lumbra signed its first contract with a U.S. intelligence agency two months after starting product work and went from contract award to production on the Department of War’s top-secret networks in six months.

We’re thrilled to co-lead Lumbra’s $25M Series A alongside Point72 Ventures, with continued participation from Costanoa. Check out the company website and Series A press release to learn more and discover career opportunities. 

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