Cybersecurity's Money Men

Mounting data and national security threats have transformed cybersecurity investing from a relative backwater into a robust field in which public offerings can provide a handsome return.

Companies that predict when and where hackers will attack and ward them off—including FireEye, Barracuda Networks, AVG, Proofpoint, Qualys and Palo Alto Networks—went public within the last two years. There were 62 cybersecurity acquisitions or IPOs in 2013 and 99 in 2012, according to research firm CB Insights.

But investing in cybersecurity companies, whose success can depend heavily on landing key government or corporate contracts, isn’t for the uninitiated.

The Information identified the grizzled veterans who have watched companies’ privacy and security needs grow over the last several years as attacks have become increasingly sophisticated and more publicized. A recent spate of data security breaches at retailers like Target and Neiman Marcus rattled consumers. The role of technology in national security is also being hotly debated publicly amid revelations of controversial National Security Agency data-collection programs.

No subscription? You’re missing out.
Join the high-powered community of tech and business leaders who rely on The Information’s original news and in-depth reporting.
Subscribe to read the remaining 1898 words of this article.
What’s included in a subscription?
Read The Information’s original, in-depth reporting and analysis
Receive as-they-happen articles via email
Talk with award-winning reporters in subscriber-only conference calls
Join the conversation on our subscriber-only Slack channel
Attend intimate, high-powered events with leaders in tech and business
Subscribe to The Information

Venky Ganesan works at Menlo Ventures. An earlier version of this story incorrectly said that he works at Menlo Venture Capital.

Login or Subscribe to follow the discussions happening here and real-time in our   Slack Community.
Read comments from top tech and industry leaders
Joe Lonsdale
Joe Lonsdale
Founding Partner, Eight
Chamath Palihapitiya
Chamath Palihapitiya
Founder & Managing Partner, SocialCapital
Tina Sharkey
Tina Sharkey
CEO, Brandless
Jonah Peretti
Jonah Peretti
CEO, Buzzfeed
Adam D'Angelo
Adam D'Angelo
CEO, Quora
Brit Morin
Brit Morin
Founder & CEO, Brit + CO
Dustin Moskovitz
Dustin Moskovitz
Co-Founder, Asana
Christina Miller
Christina Miller
President & General Manager, Turner
Max Levchin
Max Levchin
CEO, Affirm
Adam Mosseri
Adam Mosseri
Director of Product, Facebook
Alex Mather
Alex Mather
The Athletic
Martha Josephson
Martha Josephson
Partner, Egon Zehnder
James Murdoch
James Murdoch
Co-Chief Operating Officer, 21st Century Fox
Andrew Kortina
Andrew Kortina
Founder, Venmo
Ben Chestnut
Ben Chestnut
Co-Founder & CEO, Mailchimp
Ruchi Sanghvi
Ruchi Sanghvi
VP Operations, Dropbox