The Q3 data is in and while deal count was higher than expected deal value is down 50% from Q3 2021. Speaking with CISOs, Chief Information Security Officers, we are seeing a shift towards Microsoft.

The third quarter appeared to be a mixed bag for companies in the cybersecurity space. Some saw a bit of softness in sales, with large deals being pushed out to Q4...

Last month we questioned whether deal activity would bounce back in September, spoiler alert, it did not. Depending on the metric, deals were off ~40-50% in September YoY. This pullback is likely the result of a few factors…

While every investor I know said they were “open for business” what we saw in the market told a different story. It appears most investors were “pencils down” for August and on vacation. I expect we’ll see that deal volume dropped quite a bit in August for the first time in a couple of years.

Most VCs are saying publicly that they are "open for business," but the truth on the ground is more complicated. Also, come see us in Las Vegas.

Whitepaper Authored by Lytical Ventures Partners

While layoffs are happening at companies, CISOs are being spared from having to fire their employees. While some belt tightening has been asked of the leaders we spoke with, they will just be growing less YoY rather than actually shrinking their budgets.

After spiking the punch bowl several prominent firms admonish startups for drinking too much. We predict that RSA will have a large attendance in its first year back after covid.

Cybersecurity companies built in the cloud have impressive new capabilities. Automation of hacking tools is leading to an explosion of bugs being found in the core part of the internet's operating system.

Fear of US retaliation may be preventing Russia from utilizing cyber attacks in the Ukraine while early stage valuations begin to cool.