This Cybersecurity & SaaS Bootcamp is focused on software investors across public & private markets.

Cybersecurity x SaaS Bootcamp - Cohort 4

A cohort-based program for those who want to be cybersecurity and SaaS metrics experts. The program taught over 150+ investors and leaders.

Thomas Robb

SaaS and Privacy Professional

Francis Odum

Cybersecurity Venture Capitalist and Research Professional

Cybersecurity x SaaS Bootcamp for Software Investors 

Palo Alto Networks

Morgan Stanley

Microsoft

McKinsey & Company

Datadog

A bootcamp dedicated to investors who want to analyze cybersecurity technologies and their financials to become better at their jobs and make money on the markets. Our bootcamp is meticulously designed for investors eager to dissect cybersecurity technologies and financial frameworks, aiming to refine investment decisions Investors face many challenges today, including but not limited too: 1) Complex Terminologies: Lots of complex cybersecurity terminologies and SaaS financial metrics. 2) Lack of Comprehensive Resources: No centralized package of all the important metrics and terminologies. 3) Product Differentiation: Many security and SaaS companies are remarkably similar in product offering and some are complex. 4) Lack of Financial Modelling Proficiency: Lack of good knowledge of financial modelling and the nuances of software financial analysis. 5) Market Saturation: There are over 4000+ cybersecurity companies and over 30+ sub-categories within the sector. How does one differentiate among these companies? **************************************** How this bootcamp helps: The bootcamp delves deep into frameworks for simplifying the complex world of cybersecurity. 1) In-Depth Cybersecurity Insights: Gain a comprehensive understanding of the cybersecurity landscape through detailed case studies from industry leaders like Palo Alto Networks, Datadog, and Crowdstrike. 2) SaaS Financial Analysis: Elevate your expertise in SaaS financials with in-depth analysis and modelling techniques. Learn to distinguish between bookings versus billings, understand Free Cash Flow (FCF), and more, using real-world examples from Snowflake, Datadog, and others. This bootcamp equips you with the knowledge to excel in your investment strategies. Embrace the opportunity to become a more astute investor, capable of navigating the complexities of the cybersecurity and SaaS sectors with confidence.

For Investors who want to apply cybersecurity and software metrics at work.

Public or Private Investors: Across retail investing, VCs, and Funds who want an easy framework to grasp the complex cybersecurity landscape

SaaS Operators and Investors: Individuals with a desire to gain a better understanding of analyzing software financials and SaaS metrics.

Cybersecurity professionals: Individuals who want to broaden and get a better understanding of newer categories of cybersecurity.

Who Is This BootCamp For?

Outcomes from this bootcamp:

<ul><li>Analyze all the financial and technical lingo in an earnings call like a professional.</li></ul> <ul><li>You’ll become fluent in SaaS financial concepts and terminologies.</li></ul>

Becoming a better cybersecurity and software financial analyst in your job!

<ul><li>You’ll become better at comparing and dissecting the differences in public cybersecurity companies.</li></ul> <ul><li>Understand what differentiates Crowdstrike vs. SentinelOne or Palo Alto Networks vs. Fortinet.</li></ul> <ul><li>Be able to speak articulately on key software metrics to drive strategic decision</li></ul>

Becoming a cybersecurity and software strategist!

<ul><li>Develop a strong analytical framework for analyzing software income statements, balance sheets and cash flow statements.</li></ul> <ul><li>Be able to drill down into RPO, comparing Bookings vs. Billings and key software metrics.</li></ul>

Become better at building a SaaS financial model, analyzing software companies and core SaaS 101 metrics!

<ul><li>Become better at understanding the complex cybersecurity industry and its core technologies.</li></ul> <ul><li>In-depth understanding of endpoint, network, cloud, AI, data and identity security.</li></ul> <ul><li>Be able to identify and distinguish the key differences amongst the technologies.</li></ul>

You'll be able to create a framework for understanding the cybersecurity industry, its technologies, and terminologies! 

<ul><li>Network with other software investors and operators who are passionate about learning the same topic within your domain of interest.</li></ul> <ul><li>Join our long-term Slack community with other operators and investors from venture capital firms, and large tech companies </li></ul>

BONUS: Networking opportunities with other top-level operators and investors Access to Slack.

This covers the fundamental elements of SaaS ARR, revenue metrics, customer and retention metrics. This is built around a case study of Datadog’s financials. Analyzing a software balanced sheet and income statement.

Software Investing Foundations

This session will go through different frameworks for simplifying the complex world of cybersecurity. This session would help participants easily differentiate between all the key security companies.

Introduction to Cybersecurity and Framework for Understanding the Industry

This session is focused on helping participants delve into the endpoint security industry. Identify the differences between Crowdstrike vs SentinelOne vs legacy players.

Endpoint Security Industry - Crowdstrike In-depth Case Study

This session delves into the cloud security and observability market. Objectives include identifying the differences between the public cloud and security companies. It covers the differences between cloud security companies.

Cloud Security Industry & Observability - Datadog In-depth Case Study

This session delves into the network security industry with an in-depth overview of Palo Alto Networks. Identify the key differences between legacy vs. next-gen firewall companies. Key emerging trends like SASE.

Network Security Industry - Palo Alto Networks In-depth Case Study

A continuous deep dive into Datadog’s financials. Learn how to model a SaaS company’s financials and predict future performance. This component delves into SaaS Expenses, SaaS FCF and valuation.&nbsp;

SaaS FCF, Expenses and Valuation

A deep-dive into Palo Alto Networks financials. This part delves into how software bookings, billings, RPO and collections works for software companies.&nbsp;

Bookings, Billings, RPO and Collections

We have some guest speakers including CISOs and leading security leaders from Fortune 500 companies to answer all your questions on the industry.

Open-ended Q&A sessions with guest speakers

Course Syllabus

<ul><li>Frameworks for the Cybersecurity Industry</li><li>Software 101 - SaaS ARR &amp; revenue metrics</li><li>Datadog and cloud security overview</li><li>SaaS expenses, FCF &amp; valuation</li><li>Crowdstrike and endpoint security overview</li><li>Bookings, billings, and collections</li><li>Palo Alto Networks, identity and network security</li></ul>

March-April 2024

<ul><li>Ample Q&amp;A sessions</li><li>Every session is recorded, with live replays available immediately after a class.</li></ul>

Tuesdays, Thursdays & Saturdays

<ul><li>Engage with Software-focused buy-side guest speakers (VCs, PEs and Hedge funds)</li><li>Opportunity to ask questions from a leading CISO executive.</li><li>Technical cybersecurity expert calls and interviews during bootcamp</li></ul>

Special Guest Speaker Sessions

<ul><li>Exclusive deep dives and reports on the cybersecurity industry</li><li>Exclusive reports on cloud, endpoint, Identity, and network security. </li><li>Exclusive guides on software metrics and SaaS 101. </li></ul>

Exclusive Deep Dives & SaaS Models 

<ul><li>Opportunity to join our community of SaaS Investors, Venture capitalists and operators</li><li>Network with fellow-minded individuals within the industry.</li><li>Access to our quarterly events with experts within the security and software investing ecosystem</li></ul>

Community Access

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This course builds on live workshops and hands-on projects

Active hands-on learning

You’ll be interacting with other learners through breakout rooms and project teams

Interactive and project-based

Join a community of like-minded people who want to learn and grow alongside you

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