Fundraising FoxBalance Theory
Columbia, US · Founded 2021 · Delaware corporation · 4 known investors
Find your way into Balance Theory
Balance Theory offers a platform for managing enterprise cybersecurity investment decisions end-to-end, from detecting spending triggers through vendor evaluation, negotiation, and program rationalization. It targets security budget owners across industries such as manufacturing, technology, healthcare, energy, public sector, and financial services, helping them align cybersecurity spend with strategic objectives and improve coverage.
Founders & leadership
Balance Theory was founded in 2021 by Nathan Necaise.
Board
Investors · 4
How we know: the VCSheet dataset · Not right? Tell us
Reported raises · per SEC filings
Form D private placements$17.8M disclosed across 4 rounds · 2022–2026
▶$12MraisedSep 2026 · 3 investors · Other TechnologyRule 506(b)
- Gregory BakerExecutive Officer, Director
- John FungeDirector
- Lisa MathiasExecutive Officer, Director
- Daniel BurnsDirector
- Alex TosheffDirector
- Offering amount
- $12M
- Amount sold
- $12M
- Minimum investment
- $700K
- First sale
- Jul 2026
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06b
▶$2.3MraisedJan 2026 · 5 investors · Other TechnologyRule 506(b)
- Dan BurnsDirector
- Gregory BakerExecutive Officer, Director
- John FungeDirector
- Lisa MathiasExecutive Officer, Director
- Offering amount
- $2.3M
- Amount sold
- $2.3M
- Minimum investment
- $50K
- First sale
- Apr 2025
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06b
▶$3MraisedDec 2022 · 2 investors · Other TechnologyRule 506(b)
- Lisa MathiasExecutive Officer, Director
- John FungeDirector
- Gregory BakerExecutive Officer, Director
- Offering amount
- $3M
- Amount sold
- $3M
- Minimum investment
- $500K
- First sale
- Nov 2022
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06b
▶$500KraisedSep 2022 · 1 investors · Other TechnologyRule 506(b)
- Nathan NecaiseExecutive Officer, Director
- Gregory BakerExecutive Officer, Director
- Lisa MathiasExecutive Officer, Director
- Offering amount
- $500K
- Amount sold
- $500K
- Minimum investment
- $500K
- First sale
- Sep 2022
- Incorporated
- Corporation, Delaware, 2021
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Frequently asked questions
- What does Balance Theory do?
- Balance Theory offers a platform for managing enterprise cybersecurity investment decisions end-to-end, from detecting spending triggers through vendor evaluation, negotiation, and program rationalization. It targets security budget owners across industries such as manufacturing, technology, healthcare, energy, public sector, and financial services, helping them align cybersecurity spend with strategic objectives and improve coverage.
- Who founded Balance Theory?
- Balance Theory was founded by Nathan Necaise in 2021.
- Who are Balance Theory's investors?
- Balance Theory's investors include DataTribe, Maryland TEDCO, TEDCO, Syn Ventures Seed Management Llc.
- How much funding has Balance Theory raised?
- Balance Theory has disclosed $17.8M raised across 4 rounds.
- Where is Balance Theory headquartered?
- Balance Theory is headquartered in Columbia, US.