Cybersecurity x SaaS Bootcamp for Software Investors
4.6 (21)
3 Weeks
·Cohort-based Course
A cohort-based program for those who want to be cybersecurity and SaaS metrics experts. The program taught over 150+ investors and leaders.
Cybersecurity x SaaS Bootcamp for Software Investors
4.6 (21)
3 Weeks
·Cohort-based Course
A cohort-based program for those who want to be cybersecurity and SaaS metrics experts. The program taught over 150+ investors and leaders.
Leaders, Investors, Executives from:
Course overview
For Investors who want to apply cybersecurity and software metrics at work.
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?
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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.
Who Is This BootCamp For?
01
Public or Private Investors: Across retail investing, VCs, and Funds who want an easy framework to grasp the complex cybersecurity landscape
02
SaaS Operators and Investors: Individuals with a desire to gain a better understanding of analyzing software financials and SaaS metrics.
03
Cybersecurity professionals: Individuals who want to broaden and get a better understanding of newer categories of cybersecurity.
Outcomes from this bootcamp:
Becoming a better cybersecurity and software financial analyst in your job!
- Analyze all the financial and technical lingo in an earnings call like a professional.
- You’ll become fluent in SaaS financial concepts and terminologies.
Becoming a cybersecurity and software strategist!
- You’ll become better at comparing and dissecting the differences in public cybersecurity companies.
- Understand what differentiates Crowdstrike vs. SentinelOne or Palo Alto Networks vs. Fortinet.
- Be able to speak articulately on key software metrics to drive strategic decision
Become better at building a SaaS financial model, analyzing software companies and core SaaS 101 metrics!
- Develop a strong analytical framework for analyzing software income statements, balance sheets and cash flow statements.
- Be able to drill down into RPO, comparing Bookings vs. Billings and key software metrics.
You'll be able to create a framework for understanding the cybersecurity industry, its technologies, and terminologies!
- Become better at understanding the complex cybersecurity industry and its core technologies.
- In-depth understanding of endpoint, network, cloud, AI, data and identity security.
- Be able to identify and distinguish the key differences amongst the technologies.
BONUS: Networking opportunities with other top-level operators and investors Access to Slack.
- Network with other software investors and operators who are passionate about learning the same topic within your domain of interest.
- Join our long-term Slack community with other operators and investors from venture capital firms, and large tech companies
What’s included
Live sessions
Learn directly from Thomas Robb & Francis Odum in a real-time, interactive format.
Lifetime access
Go back to course content and recordings whenever you need to.
Community of peers
Stay accountable and share insights with like-minded professionals.
Certificate of completion
Share your new skills with your employer or on LinkedIn.
Maven Guarantee
This course is backed by the Maven Guarantee. Students are eligible for a full refund up until the halfway point of the course.
Cybersecurity x SaaS Bootcamp for Software Investors
Course syllabus
14 live sessions • 13 lessons
Week 1
Mar
6
Welcome: Intro, Networking & What to Expect
Mar
7
Cyber: Cloud & Application Security Industry
Mar
9
SaaS: SaaS Expenses & Margins
All Cybersecurity Resources For The Bootcamp
Day 1: SaaS 101 and Datadog ARR Modeling
Day 3: SaaS Expenses & Margins
Cybersecurity Course Project
Week 2
Mar
12
Cyber Guest Speaker: Fernando Montenegro
Mar
12
Cyber: Identity Security
Mar
14
Cyber: Endpoint Security, MSSP, MDR and Channel Partners
Mar
14
SaaS: Bookings vs. Billings
Mar
16
VC Guest Speaker: Shomik Ghosh & AI Security
Mar
16
Cyber: Network Security, SASE, Zero-Trust
Day 5 (SaaS): Bookings vs. Billings
Week 3
Mar
19
SaaS: Margins & FCF
Mar
21
Cyber: SIEMs, Email, & Data Security
Mar
21
SaaS Guest Speaker: Matt Cabral (VP, Head of Investor Relations, Celonis)
Mar
23
CISO Guest Speaker: Alfonso Yi
Mar
23
Cyber: Platforms & Security Wrap-up Session
Day 7: SaaS Margins & FCF
Post-course
Permanent course access materials (cheat-sheet, slides, frameworks and reports)
Bonus
Datadog's Technology & Financials Breakdown
4.6 (21 ratings)
What students are saying
EXTENDED - Course Schedule
5-7 hours per week
March-April 2024
Session Syllabus
- Frameworks for the Cybersecurity Industry
- Software 101 - SaaS ARR & revenue metrics
- Datadog and cloud security overview
- SaaS expenses, FCF & valuation
- Crowdstrike and endpoint security overview
- Bookings, billings, and collections
- Palo Alto Networks, identity and network security
Tuesdays, Thursdays & Saturdays
- Ample Q&A sessions
- Every session is recorded, with live replays available immediately after a class.
Special Guest Speaker Sessions
Weekends
- Engage with Software-focused buy-side guest speakers (VCs, PEs and Hedge funds)
- Opportunity to ask questions from a leading CISO executive.
- Technical cybersecurity expert calls and interviews during bootcamp
Exclusive Deep Dives & SaaS Models
Resources
- Exclusive deep dives and reports on the cybersecurity industry
- Exclusive reports on cloud, endpoint, Identity, and network security.
- Exclusive guides on software metrics and SaaS 101.
Community Access
Ongoing special events & resources
- Opportunity to join our community of SaaS Investors, Venture capitalists and operators
- Network with fellow-minded individuals within the industry.
- Access to our quarterly events with experts within the security and software investing ecosystem
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What people are saying
CJ Gustafson
Ivana Spear
Rak Garg
Shubham Goel
Danel Dayan
Testimonials from Fortune 500 CEOs:
Snapshots of our research
Fortune 500 CEOs and executives have read and shared our research.
Learning is better with cohorts
Active hands-on learning
This course builds on live workshops and hands-on projects
Interactive and project-based
You’ll be interacting with other learners through breakout rooms and project teams
Learn with a cohort of peers
Join a community of like-minded people who want to learn and grow alongside you
Meet your instructors
Thomas Robb
SaaS and Privacy Professional
Thomas is currently Senior Director, FP&A and IR at OneTrust, a leader in the Privacy and Trust industry. He was previously a Senior Manager, Finance at Celonis, one of the largest private SaaS companies.
Thomas spent over 6 years as a software analyst at the Morgan Stanley, covering 13 vertical SaaS companies (representing ~$65bn of market valuation), charged with conducting complex software financial modeling and analysis.
Francis Odum
Cybersecurity Venture Capitalist and Research Professional
Francis has covered private and public cybersecurity companies at venture capital firms like Contrary Capital in San Francisco and on his platform, the Investi Analyst over the last three years.
Francis was previously a product lead for data and ML projects at a leading financial institution. He consults with investors and operators who need to develop a better understanding of the cybersecurity ecosystem.
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