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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.

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
Illusive Networks
JASK
vArmour
ObserveIT
RiskSense
Social SafeGuard
SAM
Source Defense

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 he 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.

Advisors

Matthew Gyde

Dimension Data,

Group Executive of Security

Matthew is the Group Executive of Security. His career in IT security spans almost 20 years, providing him with a deep understanding of how security platforms should be implemented and managed to ensure clients’ businesses remain competitive, while minimizing their risk. Matt joined Dimension Data as Global General Manager of Security Solutions in 2012. From 1997 - 2004, he was the Regional Sales Manager for Secure Computing. From 2004 - 2006, he headed up the role of Sales Director of SurfControl Asia, before joining the Datacraft Asia team as their General Manager of Security Solutions.

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