article thumbnail

Patterns Across 5 Years of YC Investing

Tom Tunguz

An analysis of their investment patterns since 2020 doesn’t just reveal the accelerator’s strategy—it provides a map to the entire startup ecosystem’s next chapter. Cybersecurity and industrial/manufacturing are the two fastest growing categories. Crypto/web3 remains around 5% of investments.

article thumbnail

5 Interesting Learnings from Rubrik at $920,000,000 in ARR

SaaStr

The demand for cybersecurity products that work remains unbowed! Not Profitable Yet — And Probably Taking a Short-Term Hit Because of It Rubrik’s growth is one for the record books, but it’s still investing heavily in growth and isn’t getting more efficient. It’s at a super impressive 120% #2.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Vista: Across $24 Billion in ARR, We’re Not Seeing a Broad Slowdown. But There Are Pockets.

SaaStr

“So we're seeing some slowdown in certain sectors and, frankly, acceleration in others, things like low-code, no-code environments, productivity, cybersecurity to protect the enterprise …. Some sectors aren’t seeing any slowdown, like cybersecurity, productivity and “no code” This is also what I’m seeing.

article thumbnail

Top 10 Unexpected Learnings from Scaling Wiz From $0 to The First $100M ARR with founding CRO Colin Jones and Sam Blond

SaaStr

His background includes extensive experience in the cybersecurity space, beginning at Big Fix where he “fell in love with security” and at Duo Security. This approach required immense trust from the CEO to invest millions ahead of proven results.

Scale 175
article thumbnail

How to Know When It’s Time to Hire a CISO with Adversarial Risk Management Founder Jerry Perullo and SafeBase Director of Strategy and Operations Macy Mody (Video)

SaaStr

As the world becomes increasingly digital, cybersecurity becomes increasingly critical. The first big investment in cybersecurity you should make is hiring a CISO. The primary reason to hire one is that you care about cybersecurity. Where to Begin: Cybersecurity & Privacy Governance (CyberGov).

article thumbnail

Buyer Trends: Top Insights from $3B in SaaS Transactions with Vendr

SaaStr

This has exposed an urgent need for improved cybersecurity measures so companies can mitigate risks and protect themselves against evolving threats.” AI-Powered Tools: AI-related purchases in Q1: Made up 41% of new investments in Q1. Less investment and reduced funding have caused serious market ripple effects. weakest link.

article thumbnail

Thanks to A-Lign, Deel, Exclaimer, Notion VC, and Vanta for Sponsoring SaaStr Europa 2023!

SaaStr

A-LIGN is a technology-enabled security and compliance partner that helps global organizations take a strategic approach to confidently mitigate cybersecurity risks. Notion Capital is a Venture Capital investing firm focused on European SaaS and Cloud, with more than 100 investments to date.