Working
How decisions get made—and what we ignore.
The decision process
We prefer to know founders before a raise. Diligence is technical: people who have shipped and defended, often with a CISO in the room. You receive a partnership answer within two weeks, with the reason either way.
What we look for
- A painful, budgeted problem with a buyer already engaged.
- Technical depth that is difficult to copy—not a thin wrapper on another vendor’s API.
- Evidence of pull: design partners or customers who would notice if you disappeared.
- A credible path from wedge to system of record.
What we disregard
- Vanity metrics without security-buyer signal.
- Pitch theater. Lead with the insight.
- Categories invented for the deck.
- Process that confuses delay with thoroughness.
Capital
We lead or co-lead early, keep reserves, and stay involved. Check size follows the round and the opportunity—not a published rate card. If you need a partner who already knows the security buyer, contact us.
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