Market Brief
Sep 21, 20266 min read
Market Brief #2: The week's biggest checks skipped the CISO
Exein's $270M is 55% of the week's $491M, and its buyer is a device maker, not a security team.
Market Brief
Sep 14, 20266 min read
Market Brief #1: Agent security is a feature, not a category
$245M went to a platform with no product yet, while three agent-security startups got bought by companies that do not sell agent security.
Analysis
Aug 28, 20268 min read
Cybersecurity Company Valuations in 2026 and Why AI Is Repricing the Whole Market at Once
The incumbent selloff and the AI-native funding surge look like opposite trades. They are the same misread of what actually creates durable value in security.
Analysis
Aug 10, 20267 min read
How CISOs Actually Budget: Why Your Deal Timing Matters More Than Your Demo
Security budgets are set months before most vendors pitch, and they follow problems, not products. Here is how CISOs actually budget, and how to land on the line item before the cycle closes.
Analysis
Aug 6, 202610 min read
Cybersecurity M&A: Who Is Buying Whom, and Why the Consolidation Is Accelerating
Cybersecurity M&A is on a record pace in 2026, but the mega-deals hide the real story: platforms are buying up identity and AI capabilities while the crowded middle gets starved. Here is who is buying whom, and why.
Analysis
Jul 27, 20268 min read
Cybersecurity Website Copy: What CISOs Read, What They Skip, What Closes Deals
CISOs scan your site in seconds against a hundred lookalikes. Here is what they read, what they skip, and what actually gets a vendor shortlisted.
Analysis
Jul 20, 20268 min read
Who Really Approves a Security Purchase: The Buying Committee Behind Every CISO
The CISO is not the decision maker you think. A field map of the security buying committee: the architect, the CFO, procurement, legal, and the three handoffs where deals quietly die.
Analysis
Jul 15, 20268 min read
Cybersecurity Funding in 2026: Where the Money Is Going, and What It Signals
Cybersecurity funding held near $7.5B in H1 2026 while deal count fell. That gap is the whole story: the market is consolidating around a few AI-native winners, not broadly recovering. Here is how to read it.
Analysis
Jul 13, 20269 min read
Cybersecurity Sales Deck Review: 12 Mistakes That Lose Enterprise Deals
A beautiful deck that argues the seller's case still loses to a plain one that argues the buyer's. The 12 mistakes that lose enterprise security deals, and how to fix each.
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