Redpoint named JetStream Security to its 2026 InfraRed 100. The recognition is a signal about where enterprise AI is headed: governance is becoming foundational infrastructure, not an afterthought. 

Redpoint Ventures has named JetStream Security to its 2026 InfraRed 100, the firm’s annual list of private companies building the infrastructure behind the next wave of AI. We are proud to be on it. We are more interested in what it says about the market. 

The InfraRed 100, which Redpoint launched in 2023, tracks the companies forming the backbone of the AI era across developer tools, security, data, and enterprise platforms. Past lists have favored the layers everyone already agreed were infrastructure: compute, data pipelines, model tooling. This year, the governance layer is on it. That is the part worth sitting with. 

For most of the past two years, AI governance was treated as a compliance task that could wait. Build the agents first, the thinking went, and sort out oversight later. The enterprises we talk to have learned that the order is backwards. They are not blocked because the technology fails. They are blocked because they cannot answer basic questions about the AI they have already built. What data does this agent touch? Who owns it? What does it cost? What happens if it goes wrong? Until those questions have answers, the system stays in the lab. 

That is the gap JetStream was built to close. Only 17% of organizations are using AI at production scale (UBS Evidence Lab). The constraint is not ambition or budget. It is trust, and trust requires governance infrastructure that most enterprises do not yet have. 

“The question every CIO and CISO is asking right now is: ‘Can I trust this AI system enough to put it into production?’” said Raj Rajamani, CEO of JetStream Security. “We built JetStream because we’ve seen enterprises sit on game-changing AI agents they already built but can’t deploy, simply because the governance layer doesn’t exist. That’s exactly what we’re here to fix, and being recognized as part of this year’s InfraRed 100 validates what we’re hearing from the market every single day.” 

At the core of the platform are JetStream AI Blueprints™: dynamic, system-generated graphs that map how AI agents operate in real time, what data they access, what tools they call, what they cost, and who is accountable for every action. Unlike static architecture diagrams, Blueprints track live runtime behavior, flag deviations from authorized purposes, and give security and engineering teams a single source of truth. That is the difference between an AI system you hope is behaving and one you can prove is behaving. 

The recognition lands a few months after JetStream’s $34 million seed round, led by Redpoint with participation from the CrowdStrike Falcon Fund and angels George Kurtz, Assaf Rappaport, and Frederic Kerrest. Redpoint’s portfolio includes Snowflake, Stripe, Twilio, HashiCorp, Ramp, and Netflix. The firm has a long record of identifying infrastructure before the rest of the market agrees it is infrastructure. We take being early on that list as the compliment it is. 

The throughline of everything we build is a claim that still sounds counterintuitive to some buyers: governance is the accelerator, not the brake. Organizations do not stall on AI because oversight slows them down. They stall because ownership, accountability, and control are not in place, so the safe move is to wait. Put those in place and the safe move becomes shipping. The InfraRed 100 is a sign the market is starting to price that in. 

We are already working with Fortune 500 organizations and expanding across engineering, product, and go-to-market. There is a lot of road ahead. For now, we will say what the list says better than we could: the governance layer is infrastructure. It is time the rest of the stack treated it that way. Read the full report.

About JetStream Security 

JetStream Security is the AI governance platform built for enterprises deploying AI at scale. Its JetStream AI Blueprints™ technology provides dynamic, real-time visibility into how AI agents operate, mapping the data they access, the tools they call, the costs they incur, and the identities behind every action. Founded by security industry veterans from CrowdStrike, SentinelOne, Cohesity, and Dazz, JetStream gives organizations the governance layer they need to move AI from experimentation to production with confidence. The company raised $34 million in seed funding led by Redpoint Ventures, with participation from the CrowdStrike Falcon Fund and angels George Kurtz, Assaf Rappaport, and Frederic Kerrest.