Palo Alto Networks paid $500M for Thrive-backed Console, sources say
Palo Alto Networks paid $500M for Thrive-backed Console, sources say
据知情人士透露,Palo Alto Networks 以 5 亿美元收购了 Thrive 支持的 Console
Palo Alto Networks paid $500 million in cash and stock to acquire Console, a two-year-old startup that uses AI agents to automate routine IT help desk tasks, according to two people with knowledge of the deal. The companies officially announced the acquisition on Tuesday but didn’t reveal terms of the deal. 据两位知情人士透露,Palo Alto Networks 以 5 亿美元的现金和股票收购了 Console。Console 是一家成立两年的初创公司,利用人工智能代理(AI agents)实现日常 IT 服务台任务的自动化。两家公司于周二正式宣布了此次收购,但未披露交易条款。
Since its founding in 2024, Console has raised $29 million across two rounds: a $6.2 million seed led by Thrive Capital and a $23 million Series A co-led by DST Global and Thrive. Before the sale, Console was valued at $157 million, according to PitchBook, delivering a rapid return for investors including SV Angel, Abstract Ventures, and notably Palo Alto Networks CEO Nikesh Arora, who participated as an angel investor. Palo Alto Networks declined to comment. 自 2024 年成立以来,Console 已通过两轮融资筹集了 2900 万美元:由 Thrive Capital 领投的 620 万美元种子轮,以及由 DST Global 和 Thrive 共同领投的 2300 万美元 A 轮融资。据 PitchBook 数据显示,在被收购前,Console 的估值为 1.57 亿美元,这为其投资者(包括 SV Angel、Abstract Ventures 以及作为天使投资人参与的 Palo Alto Networks 首席执行官 Nikesh Arora)带来了快速回报。Palo Alto Networks 对此拒绝置评。
The cybersecurity giant said that it will integrate Console into Cortex, its platform that uses AI to automatically detect and neutralize threats. Console’s agentic functionality will allow security teams to investigate and resolve alerts using natural language, giving Cortex “the arms and legs to deliver autonomous security outcomes across the entire enterprise,” as Arora described in a statement. 这家网络安全巨头表示,将把 Console 集成到其 Cortex 平台中,该平台利用人工智能自动检测并消除威胁。Console 的代理功能将允许安全团队使用自然语言调查和解决警报,正如 Arora 在声明中所述,这赋予了 Cortex “在整个企业范围内实现自主安全成果的手脚”。
Console was founded by Andrei Serban, coming shortly after his previous startup — a code-security platform Fuzzbuzz — was acquired by Rippling. The startup, whose customers included Ramp, Flock Safety, and Scale AI, automated tasks like password resets, granted access to apps like Figma and Miro, and performed routine troubleshooting without direct human involvement. Console 由 Andrei Serban 创立,此前他的上一家初创公司——代码安全平台 Fuzzbuzz——刚被 Rippling 收购。Console 的客户包括 Ramp、Flock Safety 和 Scale AI,它实现了密码重置、授予 Figma 和 Miro 等应用程序访问权限以及执行日常故障排除等任务的自动化,无需人工直接干预。
As a startup, Console competed primarily with Serval, another ServiceNow challenger that hit a $1 billion valuation after raising a $75 million Series B round led by Sequoia last December. Serval started as an AI tech support tool and quickly expanded to provide AI assistance for human resources, legal, and finance departments. Console’s acquisition leaves Serval as the category-leader-to-watch among startups automating IT service management, one investor, who is not a backer of Serval, told TechCrunch. 作为一家初创公司,Console 的主要竞争对手是 Serval。Serval 是另一家挑战 ServiceNow 的公司,去年 12 月在红杉资本领投的 7500 万美元 B 轮融资后,估值达到 10 亿美元。Serval 最初是一个人工智能技术支持工具,随后迅速扩展到为人力资源、法律和财务部门提供人工智能辅助。一位非 Serval 投资人的投资者告诉 TechCrunch,随着 Console 被收购,Serval 已成为 IT 服务管理自动化初创公司中值得关注的类别领导者。
Console is Palo Alto Networks’ seventh acquisition in 2026, according to PitchBook. Other VC-backed companies scooped up by the cybersecurity behemoth this year include Greylock and Lux Capital-backed observability platform Chronosphere, at a valuation of $3.35 billion, and Koi, a cyber startup backed by Battery and Team8, for $400 million. 据 PitchBook 数据显示,Console 是 Palo Alto Networks 在 2026 年的第七次收购。今年被这家网络安全巨头收入囊中的其他风投支持公司还包括:估值 33.5 亿美元、由 Greylock 和 Lux Capital 支持的可观测性平台 Chronosphere;以及由 Battery 和 Team8 支持、以 4 亿美元收购的网络安全初创公司 Koi。