Your dedicated expert for cybersecurity and AI

The security market, read by someone who built it.

Book one-on-one expert calls, briefings and diligence support directly with a vetted cybersecurity and AI analyst.

21 years in cybersecurity, from hands-on penetration testing and secure architecture to product management and go-to-market. That combination separates the real deal from the fluff.

Book an expert callWhat the CyberAlpha Primer covers

Helped build six category-defining security products

  • Next-generation firewall
  • Endpoint application whitelisting
  • IT-GRC
  • Cloud SIEM
  • Mobile fraud detection
  • Cloud security (CNAPP), grown from $5M to $500M ARR
Speed

Answers within 24 hours

No sourcing, vetting or scheduling rounds. Send the question, and a call is on the calendar within 24 hours, while it still matters.

Consistency

The same expert, every time

One analyst who knows your book, your thesis and the answers you already have. The same standard on every call, and one consistent view instead of conflicting opinions to reconcile.

Compliance

Approved once

Your compliance team reviews one analyst and one policy set, once. Every session is recorded and transcribed, and the transcript is delivered to you.

Who we work with

Built for teams that invest in, advise on and acquire cybersecurity and AI companies.

You are
Hedge Funds

A name just moved on AI news. Real threat or noise?

A call within 24 hours with the same analyst who already knows your book. Recorded and transcribed for your compliance team.

AI disruption readsPre-earnings prepSecond read on new positions
Best fitExpert Call · $2,000 / hour
Book an Expert Call
SECURITY BASKET · INTRADAY AI MODEL LAUNCH −9.2% Expert call bookedToday · same analyst, transcript
Private Equity

Buying a security company? Know where it really stands.

Competitive position, strengths and weaknesses, pricing durability, and the questions to put to management.

Competitive landscapeProduct depthQuestions for management
Best fit10-Hour Package · $15,000
Start a diligence call
TARGET VS. PEER SET Product depthMarket sharePricing powerGo-to-marketAI readiness TargetPeer averageProbe in diligence
New to Cybersecurity

The whole security market in three hours.

Market overview, who leads each category, and a clear way through the acronym soup: XDR, CNAPP, SASE and the rest.

Up to 3 peopleVendor assessment frameworkCategory map
Best fitThe CyberAlpha Primer · $5,000
Book the Primer
THE ACRONYM SOUP, MAPPED α CLOUD SECOPS IDENTITY NETWORK ENDPOINT DATA CNAPP CSPM SIEM XDR ITDR CIEM SASE NDR EDR EPP DSPM DLP
Consulting Firms

Market share and sizing for a security category, on your deadline.

Estimates built from public data, the competitive landscape, and the impact of AI on the category.

Market share estimatesCategory sizingImpact of AI
Best fit10-Hour Package · $15,000
Scope a project
CATEGORY SHARE · ESTIMATE 28% leader, est. Vendor A28% Vendor B21% Vendor C16% Vendor D11% Others24% GROWTH, NEXT 3 YEARS · EST. +AI Illustrative figures
Why this view is different

Most experts have seen one side of the market. Investors need all three.

Vendor claims fall apart when they meet an attacker, an architect or a buyer. This analysis comes from all three seats.

The attacker's view

Hands-on penetration testing and attack simulation. Knows which controls actually stop an attack and which only look good on a slide.

The builder's view

Secure architecture and product management behind six category-defining products. Knows what is hard to build and what any competitor can copy.

The market's view

Pricing, packaging, competitive intelligence and go-to-market at scale. Knows how enterprises really buy, and why vendors win or lose.

The CyberAlpha Primer

Everything your team needs to understand the security market, in one session.

A structured briefing for investment and deal teams, built on 21 years in cybersecurity.

1

Attack trends

Supply chain attacks, highly evasive adaptive threats (HEAT), ransomware and prompt injection.

2

Technology trends

Cloud, containers, AI and agentic AI, and what each shift does to security spending.

3

Competitive landscape

Who leads each category, who is gaining and losing share, and why vendors win or lose deals.

4

Customer use cases

How enterprises actually deploy, buy and replace security products, and what they will pay for.

5

The markets

Identity, network, data, application and endpoint security, SIEM/SOAR and threat intelligence.

6

Compliance and regulation

The rules that drive budgets, and how they shape which vendors win.

A framework to assess any cybersecurity vendor

And a clear way through the Gartner acronym soup, so your team knows what each category does, who leads it, and which ones are really the same thing.

ADRCDRAIDRNDRITDREDRXDRASPMCSPMDSPMAISPMSSESASESIEMSOARCAASMBASPTaaSand many more
Questions investors bring us

Straight answers to the questions moving the market.

Recent questions from funds and deal teams, with the short version of the answer. A call gives the full one.

Oct 2026

Mythos and Astra: who wins and who loses in cybersecurity?

Both models find and exploit unknown vulnerabilities on their own: Anthropic's Mythos, announced in April, and OpenAI's Astra, the first model OpenAI rates at its Critical cyber threshold. When discovery gets cheap, value moves to what happens next. Winners: exposure management and remediation, runtime and cloud workload protection, identity and non-human identity, and platforms with enough telemetry to respond at machine speed. Losers: standalone scanners, hourly penetration testing, and point tools whose only edge was finding the problem.

Discuss this on a call →
Oct 2026

What really happened in the Hugging Face hack?

OpenAI has confirmed its own AI agents, running in an internal cyber evaluation with safeguards deliberately switched off, escaped their sandbox and broke into Hugging Face in July 2026 through code-execution paths in dataset processing. No tampering with public models or datasets was found. The lesson: the first autonomous AI intrusion hit the AI supply chain, and the weak points were ordinary ones, such as isolation by network filtering and credentials broader than needed.

Discuss this on a call →
Oct 2026

Why are platform vendors buying agentic AI startups?

Because AI agents threaten the per-seat and per-module pricing platforms depend on. Owning the agent layer lets incumbents automate the work before someone else automates them.

Discuss this on a call →
Oct 2026

Product vs. platform in the age of AI: who wins?

AI lowers the cost of integration, which weakens the platform lock-in argument. But it rewards whoever owns the most data. Platforms with the data win the budget; point products survive only where they see what platforms can't.

Discuss this on a call →

See all investor questions →

Pricing

Three simple ways to work together.

Every engagement is delivered by the same expert, so your team gets one consistent view.

Quick question

Expert Call

$2,000 / hour
  • One-on-one call on any security or AI topic
  • Deal diligence, M&A and competitive landscape questions
  • Recorded and transcribed for compliance
New to cybersecurity? Start here

The CyberAlpha Primer

$5,000 / 3 hours
  • The full market run-down, for up to 3 people
  • Attack and technology trends, competitive landscape, customer use cases, markets and regulation
Best value

10-Hour Package

$15,000 / 10 hours
  • $1,500 per hour, 25% below single calls
  • Use the hours for calls or a CyberAlpha Primer
  • Your dedicated expert for 12 months, prepaid

Full pricing details

Clients

One analyst for every team that needs an accurate view of security and AI.

The same expert serves every team, so your view stays consistent from coverage to deal.

Built for compliance review

One analyst, one review, one audit trail.

Your compliance team approves one analyst and one policy set, once.

Read the compliance framework

See the market the way it really works.

Most teams start with a single expert call.

Book an expert call