Exfinity clocks 13x in partial CloudSEK exit, stays invested as AI-led cyber platform scales overseas

The stake sale is a secondary transaction, while the cybersecurity firm scales past $15m ARR with over 60 percent of net new revenue coming from international markets, led by the US.

Exfinity Venture Partners has announced a partial exit from CloudSEK, delivering a 13x multiple on invested capital and an internal rate of return of over 40 percent.

The transaction was executed as a secondary sale to existing investors. Exfinity continues to hold a meaningful stake in the company. The exit marks one of the stronger outcomes in India’s deep-tech investment space, particularly in cybersecurity, where companies are repositioning around AI-led threat detection and response.

Exfinity was the first institutional investor in CloudSEK, backing the company at the pre-Series A stage.

CloudSEK’s founder and CEO, Rahul Sasi, said, “Exfinity was our first institutional investor and backed us at a time when few were willing to invest in a cybersecurity platform emerging from India. Beyond capital, the firm supported us with early customer introductions, follow-on fundraising, and strategic direction as we expanded globally. We continue to work together as we build the next phase of the company.”

CloudSEK built its platform around the idea that cyber threats should be modelled as connected attack paths rather than isolated alerts. The platform uses AI to map relationships across identity, exposure, and trust layers, allowing enterprises to identify potential attack paths before they are exploited.

This shift from reactive defence to predictive threat intelligence is becoming more relevant. CloudSEK’s platform focuses on digital risk monitoring, attack surface visibility, and supply chain exposure, areas that have become critical as enterprise environments grow more distributed.

Growth driven by international markets

CloudSEK has crossed $15 million in annual recurring revenue and continues to report steady year-on-year growth. More than 60 percent of its net new revenue comes from international markets, with the United States emerging as its fastest-growing region.

The company serves enterprise customers across sectors including banking, telecom, aviation, and digital platforms.

These environments typically involve complex, large-scale infrastructure, indicating that the platform is gaining traction beyond early-stage deployments.

The global revenue mix also reflects a broader trend where India-built cybersecurity products are increasingly competing in international markets rather than remaining domestically focused.

CloudSEK’s model fits into this shift, with research and development anchored in India and go-to-market efforts expanding globally.

Strategic backing and market positioning

In 2025, CloudSEK raised over $20 million as part of its Series B funding rounds. Investors included Commvault and Connecticut Innovations Fund.

The strategic relationship with Commvault is expected to strengthen CloudSEK’s enterprise reach, particularly in the US market, where established distribution and customer networks can accelerate adoption.

This type of partnership is becoming more common as cybersecurity companies look to integrate into broader enterprise platforms rather than operate as standalone tools.

The company is also aligning its positioning with the rise of AI-native threats. Attackers are increasingly using automated systems to scan environments, identify weak points, and execute attacks with minimal human intervention.

In response, platforms like CloudSEK are focusing on simulating and validating attack paths before they materialise, allowing organisations to prioritise risk and respond earlier in the attack cycle.

Partial exit reflects evolving VC strategy

For Exfinity, the transaction adds to a series of exits from its 2016 vintage Fund II. The firm has previously exited companies such as Kinara.ai and Locus, along with a partial exit from Pixis.

These transactions have helped the fund cross key distribution milestones while retaining exposure to companies that continue to scale.

The partial exit from CloudSEK follows a similar approach. By selling a portion of its stake, Exfinity has realised returns while maintaining participation in the company’s future growth. This reflects a broader trend in venture capital where firms use secondary transactions to return capital to limited partners without fully exiting high-growth assets.

Exfinity’s managing partner, Chinnu Senthilkumar, said, “CloudSEK is one of the clearest examples of what Indian deep-tech can achieve on the global stage. Our early conviction in Rahul and his team has been validated by the company’s ARR trajectory, enterprise client quality, and now, by the confidence of a global strategic player like Commvault. This is a calibrated partial exit - we remain invested and excited about what comes next.”

The outcome also highlights the increasing maturity of India’s deep-tech ecosystem. Companies are not only raising capital but also delivering returns at scale, particularly in areas such as AI and cybersecurity.

CloudSEK’s trajectory illustrates how India-origin platforms are moving from early-stage innovation to global market participation.

As cybersecurity threats evolve and enterprises shift towards predictive models, platforms that combine AI with threat intelligence are likely to see increased demand.