Our read on where cyber goes next.
What’s shifting under this market, and what it means for the company you’re building. Written when the ground moves.
22 entries
Market readThe Endpoint Wars Just Restarted (Rise of the AI Agents)Antivirus was round one. EDR was round two. AI agents just kicked off round three... and this time, the incumbents aren't asleep.Kevin Skapinetz12 min read
PressReach Security wins three Global InfoSec Awards at RSAC 2026GlobeNewswireMar 2026
ExitEvo Security Joins BarracudaDaniel Ingevaldson2 min read
InvestmentWhy We Invested in SpectrumKevin Skapinetz5 min read
Market readBecoming The AI-Native Cyber VC (Building What We Invest In)Kevin Skapinetz15 min read
Market readInvesting in Trust: Enduring Growth of the Global Cybersecurity MarketGlenn McGonnigle11 min read
PressTodyl is ranked the 8th fastest-growing private security company in AmericaInc. 5000Aug 2025
Market readAI Agents Are Your New Employees (With No Background Checks)Kevin Skapinetz8 min read
Market readFree in Cybersecurity: How Founder-Led Offers Win Early DealsKevin Skapinetz6 min read
Market readRSAC 2025: Finding the SignalKevin Skapinetz5 min read
InvestmentWhy We Invested in Amplifier SecurityDaniel Ingevaldson3 min read
Market readSaaS in the AI Era: What Changes, and What Doesn’tTom Noonan5 min read
Market readWhat Wiz Got Right: Product Lessons for Cybersecurity FoundersKevin Skapinetz4 min read
Market readNavigating Cyber + AI: Early Signals from 85+ StartupsKevin Skapinetz4 min read
ExitPhylum Joins Forces with VeracodeDaniel Ingevaldson2 min read
Market readChoose Your Capital Wisely: Building Durable Cybersecurity CompaniesDaniel Ingevaldson5 min read
Firm newsTechOperators Welcomes Kevin Skapinetz as General PartnerSaid Mohammadioun2 min read
PressBlackCloak raises a $17M Series B to protect executives at homeSecurityWeekSep 2024
InvestmentWhy We Invested in EVO SecurityDaniel Ingevaldson2 min read
PressThreatConnect acquires Polarity, bringing intelligence to the point of decisionThreatConnectJul 2024- PressReach Security raises $20M for AI that rebuilds how companies use the security products they ownPR NewswireMar 2024
InvestmentWhy We Continue to Invest in TodylSaid Mohammadioun3 min read
Tell us what you see.
Whether you’re thinking about starting a company, building one in stealth, or raising a round: send Kevin or Dan what you see on LinkedIn, in your words.