Raanan: True company importance is measured by practitioner dependence, not ARR
Gilly Raanan · Wiz: $6M Seed → $32B Exit | Inside the Biggest Cybersecurity Deal Ever · Sourcery with Molly O'Shea · Mar 11, 2026 · at 27:13
Gilly Raanan, founder of venture firm Cyberstarts, discusses how he evaluates success and portfolio company quality beyond financial metrics.
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“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 companies that They have high revenues, they're selling software, ah, they are holding at high valuation, they're being held at high valuations, and they are not important companies.”
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