About this episode
A goal of our podcast is to highlight people who don’t highlight themselves— but are every bit as deserving of the spotlight as those on the big stage. Noah fits this profile perfectly- he’s the smart guy you sat next to at an industry dinner whose perspective on network forensics and GDPR were as interesting as his weeklong isolated "vacation" on the tundra of Baffin Island. An understated yet up and coming security investor currently at Point72, Noah’s take on the security market is insightful and raw: he explains why there are too many security companies and why it matters. He details why the mid-market is underserved by security vendors. We cover how investors mistakenly overcapitalize security vendors and when is the right time to bootstrap vs. taking any funding at all. This is the 2nd installment of 5 in our investor series exploring how security companies are funded and how it impacts our industry.
Note: We did a lot of work on the audio on this episode but it just didn’t turn out the way we hoped. It’s not bad, but it’s not up to our normal “crisp and clear” standard the whole way through.