Opinions and Thoughts on Venture Capital, Investing, and Startups
One of my favorite analysts at 451 Research is Brenon Daly. One of his remarks at the recent RSA 2018 Analyst Breakfast caught everyone's attention: We see about 120 to 140 infosec transactions every year in our Tech M&A Database. There are about 2,000 infosec vendors we are tracking, and venture capital is adding more … Continue reading More Than A Decade of Supply for Infosec M&A Transactions
In Part I I've written about perception of great VCs, and in Part II I showed some data on actual meaningful exits with outcomes greater than $500m over the past ten years. Meaningful exits often take 9 to 11 years to materialize (e.g. FireEye was founded in February 2004 with IPO in September 2013; Forescout … Continue reading Most Successful Cybersecurity VCs: The Top Firms. (Part III)
Yesterday I published a quick survey what CEOs, CISOs, and cybersecurity professionals think are the most successful VCs. The answers were somewhat surprising: There was no clear leader, and very few picked VCs that had outstanding exits over the past 15 years. So why do so many supposedly great cybersecurity VCs -- the "most successful", … Continue reading Most Successful Cybersecurity VCs: The Last 15 Years. (Part II)
The firm I work for has a fund-of-funds business -- we invest in what we believe are the very best venture capital firms. We have reasonable insights into fund performance: who is driving returns, and which sector is successful. Market perception, however, is driving by people who are the loudest, by content, and by marketing. … Continue reading Most Successful Cybersecurity VCs: A Quick Survey. (Part I)