Sarah Guo: Greylock invests out of a $1B fund focused on early-stage startups
Sarah Guo · Fireside Chat: Sarah Guo, General Partner at Greylock (FirstMark's Data Driven NYC) · Sep 17, 2019 · at 0:43
Sarah Guo, General Partner at Greylock, outlines the firm's fund size and multi-stage venture investment strategy.
0:00 / 0:07exact quote · 7.7s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“We have billion dollar fund, and we largely invest in early stage companies and then put more and more capital into them over time as they progress.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from Sarah Guo
Sarah Guo: SaaS market is in early innings of market cap creation
“I think we're just gonna see a lot of market cap creation, so I fundamentally think we're, like, in the early innings of that.”
Sarah Guo: Growth-stage startup valuation multiples have skyrocketed
“Everything is a multiple more expensive than it used to be but at the mid-stage and at the growth stage, when you begin to see more and more data about how a company is doing, and these models are better and better understood, that multiple has skyrocketed, be…”
Guo: Greylock maintains a single fund rather than multi-billion opportunity vehicles
“Unlike many of our you know, colleagues in the venture ecosystem, we have not raised, An extra ten billion dollars and, like, spread it into different funds. We have one fund.”
Sarah Guo: Cybersecurity software will outgrow cybersecurity services
“And I think the other interesting thing for us to think about is, like, I think the software piece of that is going to grow faster than the services piece.”
Guo: Most of 2019's $40B security software spend remains on-premise
“Most of the, call it, 35 or forty billion dollars of security spend today, it really is still, like, on-premise tooling in a few known categories, the largest of which happen to be, like, network and endpoint and some areas like that.”
Sarah Guo: Cybersecurity is fundamentally a data inspection problem
“I think of security as a data problem. Right? I think of it as, like, basically, like, you can either re-architect something, or you can constantly inspect mass amounts of data to understand what is actually happening in your environment.”