Overview
Investment portfolio
| NAME | DATE | SIZE | |
|---|---|---|---|
Island | Sep 2026Participated | $400 MSeries F | |
Upwind Security | Sep 2026Participated | $300 MOther Equity | |
Onyx Security | Jul 2026Participated | $113 MSeries B | |
Glow | Jul 2026Led | $100 MSeries B | |
NewCore | Jun 2026Led | $66 MSeed | |
A Security | Jun 2026Led | $32 MSeed | |
Cyera | Jun 2026Participated | $300 MSeries G | |
Linx Security | Apr 2026Participated | $50 MSeries B | |
Oasis Security | Mar 2026Participated | $120 MSeries B | |
Surf AI | Mar 2026Participated | $57 MSeed | |
Gambit Security | Feb 2026Led | $56 MSeries A | |
Vega | Feb 2026Participated | $120 MSeries B | |
Island | Sep 2026Participated | $400 MSeries F | |
Upwind Security | Sep 2026Participated | $300 MOther Equity | |
Onyx Security | Jul 2026Participated | $113 MSeries B | |
Glow | Jul 2026Led | $100 MSeries B | |
NewCore | Jun 2026Led | $66 MSeed | |
A Security | Jun 2026Led | $32 MSeed | |
Cyera | Jun 2026Participated | $300 MSeries G | |
Linx Security | Apr 2026Participated | $50 MSeries B | |
Oasis Security | Mar 2026Participated | $120 MSeries B | |
Surf AI | Mar 2026Participated | $57 MSeed | |
Gambit Security | Feb 2026Led | $56 MSeries A | |
Vega | Feb 2026Participated | $120 MSeries B |
Insights
Time horizon
View by
Deal Distribution
| Round type | Led deals | Participated deals |
|---|---|---|
| Seed | 8 | 2 |
| Series A | 5 | 9 |
| Series B | 1 | 12 |
| Series C+ | 0 | 9 |
| Other Equity | 4 | 4 |
Monthly Deal Activity
| Month | Deals |
|---|---|
| Jun '19 | 1 |
| Jul '19 | 0 |
| Aug '19 | 0 |
| Sep '19 | 0 |
| Oct '19 | 0 |
| Nov '19 | 0 |
| Dec '19 | 0 |
| Jan '20 | 0 |
| Feb '20 | 0 |
| Mar '20 | 1 |
| Apr '20 | 0 |
| May '20 | 0 |
| Jun '20 | 0 |
| Jul '20 | 0 |
| Aug '20 | 0 |
| Sep '20 | 2 |
| Oct '20 | 0 |
| Nov '20 | 1 |
| Dec '20 | 2 |
| Jan '21 | 0 |
| Feb '21 | 0 |
| Mar '21 | 3 |
| Apr '21 | 0 |
| May '21 | 0 |
| Jun '21 | 1 |
| Jul '21 | 0 |
| Aug '21 | 0 |
| Sep '21 | 0 |
| Oct '21 | 0 |
| Nov '21 | 0 |
| Dec '21 | 1 |
| Jan '22 | 0 |
| Feb '22 | 2 |
| Mar '22 | 2 |
| Apr '22 | 0 |
| May '22 | 0 |
| Jun '22 | 0 |
| Jul '22 | 0 |
| Aug '22 | 0 |
| Sep '22 | 1 |
| Oct '22 | 0 |
| Nov '22 | 0 |
| Dec '22 | 0 |
| Jan '23 | 0 |
| Feb '23 | 0 |
| Mar '23 | 0 |
| Apr '23 | 0 |
| May '23 | 0 |
| Jun '23 | 1 |
| Jul '23 | 2 |
| Aug '23 | 0 |
| Sep '23 | 2 |
| Oct '23 | 2 |
| Nov '23 | 0 |
| Dec '23 | 0 |
| Jan '24 | 1 |
| Feb '24 | 0 |
| Mar '24 | 1 |
| Apr '24 | 1 |
| May '24 | 2 |
| Jun '24 | 0 |
| Jul '24 | 2 |
| Aug '24 | 1 |
| Sep '24 | 0 |
| Oct '24 | 0 |
| Nov '24 | 0 |
| Dec '24 | 1 |
| Jan '25 | 0 |
| Feb '25 | 2 |
| Mar '25 | 1 |
| Apr '25 | 0 |
| May '25 | 0 |
| Jun '25 | 1 |
| Jul '25 | 0 |
| Aug '25 | 0 |
| Sep '25 | 1 |
| Oct '25 | 0 |
| Nov '25 | 0 |
| Dec '25 | 2 |
| Jan '26 | 2 |
| Feb '26 | 2 |
| Mar '26 | 2 |
| Apr '26 | 1 |
| May '26 | 0 |
| Jun '26 | 3 |
| Jul '26 | 2 |
| Aug '26 | 0 |
| Sep '26 | 2 |
| Oct '26 | 0 |
Sector Breakdown
A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.
| Sector | Deals |
|---|---|
| Cybersecurity & Privacy | 46 |
| AI & Machine Learning | 21 |
| Enterprise Software | 18 |
| Professional Services | 15 |
| Networks, Cloud & Communication | 11 |
| Developer Tools | 8 |
| Data, Analytics & IT | 6 |
| Crypto & Blockchain | 5 |
| Consumer & Lifestyle | 4 |
| Hardware & Robotics | 3 |
| Fintech | 1 |
Deal Size Distribution
Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.
| Round size band (USD) | Deals |
|---|---|
| <$5M | 0 |
| $5M-$10M | 3 |
| $10M-$25M | 5 |
| $25M-$50M | 13 |
| $50M-$100M | 14 |
| $100M-$250M | 10 |
| $250M-$500M | 6 |
| $500M-$1B | 2 |
| $1B+ | 1 |
Deals By Geography
Top 4 of 4 regions; European countries are grouped as Europe.
| Region | Deals |
|---|---|
| United States | 38 |
| Israel | 10 |
| Canada | 4 |
| Singapore | 2 |
Co-Investors
Bubble size = shared deals
Click a bubble to open that fund in a new tab.
Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.
| Co-investor | Shared deals |
|---|---|
| Sequoia Capital | 21 |
| Accel | 12 |
| Insight Partners | 11 |
| Index Ventures | 10 |
| Greylock Partners | 9 |
| Redpoint Ventures | 8 |
| Lightspeed Venture Partners | 7 |
| Cerca Partners | 6 |
| Coatue | 6 |
| Georgian Partners | 6 |
| Spark Capital | 6 |
| TCV | 6 |
| Bessemer Venture Partners | 5 |
| Craft Ventures | 5 |
| Greenoaks Capital | 5 |
| Leaders Fund | 5 |
| Penny Jar Capital | 5 |
| Alta Park Capital | 4 |
| Canaan Partners | 3 |
| CRV | 3 |
Investment Strategy
| Category | Deals (count) | Share (%) |
|---|---|---|
| Led | 18 | 33% |
| Participating | 36 | 67% |
| Category | Deals (count) | Share (%) |
|---|---|---|
| Single-lead | 6 | 33% |
| Co-led | 12 | 67% |
Team
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General Partner
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