Key Takeaways
- • Asymptote Labs raised $5.5 million in an oversubscribed seed round led by Tower Research Ventures, the venture arm of Tower Research Capital, with participation from Lytical Ventures, 1984 Ventures, and South Park Commons.
- • The company is building runtime infrastructure to give enterprises real-time visibility, intelligence, and control over AI agents operating across workstations, cloud environments, and business workflows.
- • Its open-source Beacon telemetry layer, released under an MIT license, captures activity from Claude Code, Codex, Cursor, and more than 20 other agent harnesses and normalizes it into a data model extending OpenTelemetry.
- • Beacon's GitHub stars rose more than 460% in September, and the project reached No. 3 among GitHub's global trending repositories.
- • The enterprise platform adds real-time detection, response, and policy-driven guardrails, with security teams at regulated enterprises among early adopters.
Summary
Founded by Justin D'Souza and Shukan Shah, Asymptote is developing infrastructure intended to give enterprises real-time visibility, intelligence, and control over AI agents that can access sensitive data, modify code, and take actions across critical systems. The company argues that as agent adoption grows, security and engineering teams will need a shared runtime data layer to understand agent behavior and manage the associated risks.
The core of the platform is Beacon, an MIT-licensed open-source telemetry layer. Beacon captures activity across Claude Code, Codex, Cursor, and more than 20 additional agent harnesses, normalizing it into a common runtime data model that extends OpenTelemetry. For developers, Beacon can carry knowledge and context across coding sessions so insights from earlier work are retained. Since its launch in May 2026, Beacon has seen growing developer adoption, with GitHub stars increasing more than 460% in September.
Asymptote's enterprise offering builds on Beacon with real-time detection, response, and governance capabilities. The system can intercept live agent activity and apply policy-driven guardrails at the prompt and tool levels to block risky actions before they occur. Its detection library targets data leakage, insider threats, AI supply chain risks, and inefficient agent workflows. While security is the initial focus, the company sees broader applications in agent reliability, enterprise governance, FinOps, performance optimization, and eventually self-improving agent systems.
D'Souza and Shah previously worked as early engineers at social engineering defense company Doppel, where D'Souza helped scale a real-time machine learning detection platform from about 1 million domains per day to more than 1 billion. Angel investors include Doppel co-founders Kevin Tian and Rahul Madduluri and Socket founder Feross Aboukhadijeh. Lucas Nelson, managing partner at Lytical Ventures, said the firm was drawn to the team's view of the infrastructure gap around enterprise agents, while Jared Young, director of venture capital at Tower Research Ventures, said the security team was testing Beacon on its own endpoints.
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