First In

The world has become increasingly complex and dangerous. We focus on security technology companies because they are critical to maintaining our freedom and ensuring democracy prevails. We believe that investing early in these companies will produce strong returns in any market environment. We invest in companies that address the major opportunities and challenges that commercial and government enterprise customers face. We invest in companies at the forefront of modern security for the enterprise and for society. We seek companies that are on the leading edge of innovation, leveraging data as a competitive advantage, and bending the cost curve of critical technologies.