INSIGHTS CENTER

Our thoughts on the Cybersecurity market and Infosec community.

November 30, 2022

Will Microsoft become the next cybersecurity juggernaut?

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.
October 31, 2022

Why Would Investment Fall as Attacks Rise?

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...
September 30, 2022

Slow September Deal Activity

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…
August 31, 2022

Will deal activity come back in September?

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.
July 31, 2022

Are VCs Really “Open for Business”?

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.
July 31, 2022

WHITEPAPER: An Opportunity in Early-Stage Venture Capital in the Current Enviorment

Whitepaper Authored by Lytical Ventures Partners
June 30, 2022

Why cybersecurity is protected in this market downturn

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.
May 31, 2022

What prominent VCs are saying about the downturn

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.
April 30, 2022

Why cloud native cybersecurity companies have super-powers

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.
March 31, 2022

Why early stage prices are falling

Fear of US retaliation may be preventing Russia from utilizing cyber attacks in the Ukraine while early stage valuations begin to cool.
February 28, 2022

Why Russian cyber attacks could trigger a NATO response

Russia’s attack on the Ukraine could involve cyber attacks that would trigger Article 5 and be considered an act of war. US companies are waiting to see what, if any, fall out will occur with respect to cyber attacks due to the war.
January 31, 2022

Why Private Markets are Leveling Off

As public markets show signs of volatility the frothy private markets begin to stabilize. Lytical held a successful first close of Fund 2.

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