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NightDragon Security

A Dedicated
Cybersecurity Platform

NightDragon leverages its unique cybersecurity market expertise, and proven investment track record advising and leading portfolio companies, to drive value and successful outcomes.

We bring over 25 years of operating experience in cybersecurity, and a rich network of partners that work with us to source investment opportunities and accelerate growth.

News

Opportunity Awaits

By 2023, the cybersecurity market will be worth over $248 billion.
What’s driving this exponential growth?

Attack surfaces continue to grow daily

As IT innovation around cloud, mobile, and virtualization continues, the attack surfaces that must be monitored and protected constantly grow and evolve.

A shortage of cybersecurity workers

There’s a serious shortage of professionals with real-world experience. This drives costs higher, and increases demand for automation to reduce headcount.

Regulation is increasing and evolving

To keep up with constantly changing compliance needs, organizations are increasing their focus on cybersecurity to meet regulatory requirements.

Tactics are becoming more sophisticated

Keeping up with new tactics like monetizing attacks via cryptocurrency, renting attack infrastructure, phishing attacks, and AI require new defenses.

The cost of cybercrime is rising fast

Cybercrime is relentlessly gaining steam across almost every industry. That’s why cybercrime will cause $6 trillion in damages by 2021, up 100% since 2015.

NightDragon Services

NightDragon helps cybersecurity portfolio companies navigate across each key stage of growth—from funding, raising capital, and accelerating growth to exit.

01 / 03

1

Invest

Grow your business with the right financial partner.

NightDragon typically looks to be financial partners in the companies we advise—across all stages of growth, including later stage “special situations.” We also partner with, and invest alongside, leading capital and private equity firms that bring unique expertise and share our conviction in your opportunity.

2

Accelerate

Build out your cybersecurity strategies.

As your investment partner, NightDragon can help you accelerate growth by solidifying product strategies, honing messaging, and building powerful go-to-market models. With our special relationships with technology providers, distribution partners, VARs, MSSPs, professional service firms and CISOs, we’re uniquely positioned to help guide and accelerate your organization’s growth, guide your product strategy, secure new customers, and fill out your executive bench with cybersecurity executives across all functions.

3

Harvest

Seek a strategic outcome.

As strategic operators we have taken multiple companies public and executed on over 50 different acquisitions.  We know the buyers and what they want to buy, having invested in these relationships for decades.  We will work with you and your team to build these relationships from day one, setting the table for the outcome you seek.

The Platform

1,000+

CISO & C-Level Access

Drive unprecedented results.

NightDragon's rich network of companies and industry relationships enable us to source and invest in the most compelling opportunities in cybersecurity. This platform provides an unmatched advantage on deal flow, for picking the most compelling investment opportunities, and for identifying leverage needed to drive value.

10,000+

Talent Access

Unparalleled

Deal Flow

Operating Experience

Threat Insights

Market Leverage

Connect & Conquer

Delivering a competitive edge through our unique relationships.

Go-To-Market
Partner C-level
relationships

NightDragon brings established C-Level relationships with North America’s largest security VAR, an $8B global systems integrator, and multiple telcos and ISPs. These connections provide in-depth views into the security market to identify trends, unmet needs, and new opportunities.

Early stage
cyber investor relationships

Relationships with early stage cyber investors provide NightDragon with insights into the most promising companies coming from hotbeds of cyber innovation such as the greater Washington D.C area (Datatribe, Allegis) and Israel (Team8, YL Ventures).

Government
and Industry relationships

Connections to executives of leading incident response firms as well as National Security Telecommunications Advisory Committee (NSTAC) provide a unique view into the threats facing nations, businesses, and individuals. Understanding the threat highlights the gaps between offense and defense and sharpens our investment focus.

Momentum
Cyber
relationship

Momentum Cyber provides world-class M&A and strategic advice combined with unparalleled senior-level access to the cybersecurity ecosystem. Our close relationship with them gives us a unique view into the capital markets for private and public security companies.

25+ years of
cybersecurity
relationships

NightDragon’s unique expertise on the front-lines of cybersecurity enables us to identify unmet needs, identify the best-fit executives for sales and in-house teams, solidify partnership opportunities, and provide unprecedented access to an array of investors and M&A buyers.

Current Portfolio

Our track record of success.

Airspace

Claroty

Five9

Successful IPO

ForeScout

Successful IPO

ForgeRock
iBoss
Illusive Networks
JASK

Acquired by Sumo Logic

ObserveIT

Acquired by Proofpoint

RiskSense
Social SafeGuard
SAM
Source Defense
vArmour

Past Portfolio

FireEye

Successful IPO

Jive Software

Successful IPO

Mandiant

Acquired by FireEye

McAfee

Acquired by Intel Corporation

Polycom

Splunk

Acquired by Splunk

About Us

NightDragon is an investment and advisory firm that partners with cybersecurity companies to help scale and rapidly grow their business.

Our Mission

  • Narrow the gap between offense and defense
  • Better protect our nation’s infrastructure and way of life
  • Provide unique and deep operational expertise to cybersecurity companies

Our Platform

Our one-of-a-kind platform provides businesses with unmatched visibility into the cybersecurity market, allowing for better sourcing, filtering, and execution of investments.

Our Principals

NightDragon founders Dave DeWalt and Ken Gonzalez have have more than 25 years of experience serving as senior executives at leading technology companies such as Documentum, EMC, Siebel Systems (Oracle), McAfee, Mandiant, Avast and FireEye.

Dave DeWalt

NightDragon

Managing Director

Dave DeWalt is a veteran CEO, advisor, and investor who has led companies, from startups to the Fortune 500, on a transformational journey of success. Focused on technology and cybersecurity, Dave helped create more than $20 billion of shareholder value during his 15-plus years as President and CEO of three major companies. That includes driving the most successful cybersecurity IPO ever in 2013, and leading the largest all-cash deal in technology history in 2010. Today, he serves as Managing Director of Allegis Cyber as well as investor and board member in the world’s most innovative companies such as Delta Airlines, Fiveg ForeScout, Phantom Cyber, Claroty, Team8, DataTribe, Illusive Networks, and Optiv.

Ken Gonzalez

NightDragon

Managing Director

Ken Gonzalez has been a senior operating executive at technology companies for over 20 years. He has led the strategy and corporate business development functions for Siebel Systems (Oracle), McAfee, Avast and FireEye. During his career her has completed over 40 acquisitions, 23 of which have been in cybersecurity. He has created, managed, and grown numerous strategic go-to-market partnerships from technology integration to OEM, reseller and two-tier distribution. Prior to joining NightDragon, Ken was Managing Director at ForgePoint Capital. Ken is a graduate of Harvard Business School and the U.S. Military Academy at West Point. He also served in the U.S. Army as an infantry officer with the 82nd Airborne Division and the 75th Ranger Regiment.

Morgan Kyauk

NightDragon

Managing Director

Morgan Kyauk brings a wealth of experience leading M&A transactions for companies of all sizes - from late stage, pre-IPO companies to large, serial acquirers. Most recently, Morgan was the Vice President of Corporate Development at FireEye, where he was responsible for the evaluation, execution, and integration of all acquisition, investment, and strategic partnering activity for the company. Morgan originally joined FireEye in early 2013, working with Dave and Ken to drive corporate development efforts leading up to the company’s IPO and through its transformative acquisitions. Morgan has also held corporate development leadership roles at a variety of companies within the enterprise software, infrastructure, and security sectors, including Dropbox, Juniper Networks, and HP. Morgan began his career advising technology companies on M&A activity while at Bank of America Merrill Lynch. Morgan received his MBA from Wharton and his bachelor’s degree in Business Administration and Economics from the University of California, Berkeley.

Venture Partners

Mike Rogers

National Security Agency (NSA),

Former director

Admiral Michael Rogers is the former director of the National Security Agency (NSA), the former chief of the Central Security Service, and the former commander of the U.S. Cyber Command. One of the most-knowledgeable intelligence professionals and cybersecurity experts, Rogers assumed those posts in April of 2014 and retired in June of 2018, marking 37 years of service. He served under both Presidents Trump and Obama and oversaw the NSA and Cyber Command responses to both the Snowden leaks and Russian interference in the 2016 U.S. Presidential election. He also put the NSA through its largest reorganization in 20 years and led the creation and operationalization of the nation’s cyber mission force, culminating in the elevation of Cyber Command to the senior-most command level in the DOD.

Nadav Zafrir

Team8,

CEO & Co-Founder

Nadav is the co-founder and CEO of Team8, a venture platform solving problems of magnitude by creating and accelerating category-leading companies. Team8 combines its in-depth understanding of the attacker perspective, data science and AI to enable businesses to reap the benefits of digital transformation in an agile and secure manner. Team8 is backed by some of the world’s most renowned businesses including Cisco, Microsoft, AT&T, Walmart, Airbus, Softbank, Accenture, Qualcomm, Moody’s, Munich-Re, Dimension Data, Nokia and Scotiabank. Previously, Nadav was the Commander of the IDF's Technology & Intelligence Unit 8200 (Israel's NSA).

Chris Deverell

UK’s Joint Forces Command,

Former Commander

Chris is the former Commander of the UK’s Joint Forces Command, which included Special Forces, Defence Intelligence, Cyber, ISR and Communications from Space, Information Systems and Services, Operational Command of UK operations overseas, Education, Medical Services, and the UK’s permanent bases overseas. He was also appointed Knight Commander of the Order of Bath in 2015, and Aide de Camp General to Her Majesty The Queen in 2016. Chris has also held a variety of leadership roles as a British Army officer, including Brigadier and Director of Equipment Capability for Ground Manoeuvre, Strategy Director, Lieutenant General, and Chief of Materiel (Land). Chris’ experience makes him a foremost expert on the intersection between cyber and physical threats facing governments and commercial organizations.

Advisors

Dan Burns

Optiv,

CEO

Dan is the CEO of Optiv Security, which was created in 2015 as a result of the Accuvant and FishNet Security merger. From 2002, when he co-founded Accuvant, until 2012 when he assumed his position as the company’s first CEO, Dan served as Senior Vice President of Accuvant’s sales organization. In that role, he was responsible for strategic planning, sales growth, and problem resolution. Dan co-developed and helped to successfully execute on Accuvant’s initial vision – to build a company with the breadth, depth, and capabilities to address the information security needs of organizations worldwide – up until the merger with FishNet Security.

Matthew Gyde

NTT Security,

CEO

Matthew is the CEO of NTT Security, formerly known as Dimension Data's Security Business Unit. Matthew is responsible for executing the organization's security strategy, services and go-to-market strategy with the goal of building the world's most recognized security brand supported by a team of highly talented security professionals. Matthew previously held the position of Group Executive of Security for Dimension Data. He held several roles during his tenure with Dimension Data. Prior to this, Matthew spent time in various security environments, from a client to a carrier to OEMs across Australia, Asia, and now global positions.

Andrew Howard

Kudelski Security,

CEO

Andrew is the CEO of Kudelski Security, an independent Swiss provider of tailored cyber security solutions to enterprises and public sector institutions, with its U.S. headquarters in Phoenix, Arizona. Andrew has led the company’s technical strategy, product development, engineering and research, notably the launch of the IoT Security Center of Excellence, the delivery of Secure Blueprint, and the Blockchain Security Center. Previously, Andrew led an R&D laboratory focused on national defense challenges for the Georgia Tech Research Institute.

Jason Martin

FireEye,

Executive Vice President

Jason is currently an Executive Vice President at FireEye where he has served in leadership roles in product management, R&D, engineering, and cloud operations. Prior to FireEye, he was President and CEO of SecureDNA (acquired: FEYE) which provided innovative security products and solutions to enterprises and government agencies throughout the United States and Asia. Jason also served as Chairman of Authy.com (acquired: TWLO) and currently sits on the advisory board for OneMedNet and the Board of Directors for ShieldX. Jason has also co-authored several books covering various cyber security domains and is co-founder of the ShakaCon security conference.

Eric McAlpine

Momentum Cyber,

Founder and Managing Partner

Momentum Cyber is the premier trusted advisor to the cybersecurity industry providing bespoke high-impact advice combined with tailored, senior-level access. The firm was founded by world-class operators and advisors and caters to the unique needs of both earlier stage Founders, CEOs, & Boards as well as the complexity of later stage & public companies throughout their lifecycle – Incubation to Exit. Headquartered in San Francisco with operations globally, the founding team has closed over 250 transactions totaling over $250 billion in value.

Ingrid Smith

CyberSentry Search,

CEO & Founder

Ingrid is an experienced talent acquisition leader, having led the function for 17-years at industry leaders that include McAfee, Polycom, and Cisco Systems.  With in-depth cybersecurity industry knowledge and a knack for understanding companies’ challenges, she subsequently launched Cyber Sentry Search, a boutique search firm focused on helping organizations find and retain the best cybersecurity talent.

Contact Us

phone

Dave DeWalt

415.738.7739


Ken Gonzalez

415.518.5419

email

Dave DeWalt

David@NightDragon.com


Ken Gonzalez

Ken@NightDragon.com

location_on

Corporate Location


101 2nd St, Suite 1275

San Francisco CA 94105