Cyberstarts

5 statements across 1 episodes · 3 bullish · 0 bearish · 1 people on the record · first statement Mar 11, 2026 by Gilly Raanan · said 10 times in 2 episodes since 2026 · across every show →

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brought up most by Molly O'Shea (7), Gilly Raanan (3)

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Everything said about Cyberstarts, oldest first

Mar 11, 2026 positive
Assertion Partly supported
Raanan: Cyberstarts' 2018 fund turned $50M into nearly $2B in three years
“I invested in nine teams out of a fund of fifty million dollars in 2018. You know, a few million dollars each company. And then three years later, the world found out that those nine teams are valued over twenty five billion dollars, turning those fifty millio…”
Gilly Raanan Mar 11, 2026 ▶ 16:07 Wiz: $6M Seed → $32B Exit | Inside the Biggest Cybersecurity Deal Ever · Sourcery with Molly O'Shea
Mar 11, 2026 neutral
Insight
Raanan: True company importance is measured by practitioner dependence, not ARR
“An important company is not necessarily measured by revenues or ARR or valuation. It's about, it's measured by how much the market, how much practitioners depend on you. Do they consider you as a vendor, one of their trusted partners? And there are many compan…”
Gilly Raanan Mar 11, 2026 ▶ 27:13 Wiz: $6M Seed → $32B Exit | Inside the Biggest Cybersecurity Deal Ever · Sourcery with Molly O'Shea
Mar 11, 2026 bullish
Assertion Contradicted
Raanan: Cyberstarts portfolio is over 50% of global private cybersecurity market cap
“Our portfolio company Companies are making up more than 50% of the worldwide market cap for private cyber security companies.”
Gilly Raanan Mar 11, 2026 ▶ 19:16 Wiz: $6M Seed → $32B Exit | Inside the Biggest Cybersecurity Deal Ever · Sourcery with Molly O'Shea
Mar 11, 2026 positive
Disclosure
Raanan: Cyberstarts runs a 12-month 'Sunrise process' to achieve product-market fit
“What we do, what I do is founders are the first meeting post investment. So check, you know, was written, money was wired. It's in their bank, and now we are sitting and we are starting what we call Sunrise process. And Sunrise is our brand for a product marke…”
Gilly Raanan Mar 11, 2026 ▶ 49:00 Wiz: $6M Seed → $32B Exit | Inside the Biggest Cybersecurity Deal Ever · Sourcery with Molly O'Shea
Mar 11, 2026 neutral
Disclosure
Raanan: Cyberstarts Never Enters New Investments Past the Seed Stage
“We never get into a company in, in series A or series B. We would invest in series A or in series B of our own portfolio companies, but, you know, we never make new investments other than seed investments.”
Gilly Raanan Mar 11, 2026 ▶ 19:46 Wiz: $6M Seed → $32B Exit | Inside the Biggest Cybersecurity Deal Ever · Sourcery with Molly O'Shea
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