| | MARCH - 2023ENTERPRISE SECURITY8IN MY OPINIONIN MY OPINIONI've been working in or investing in security for nearly three decades. Over the years, I've developed a mental model to evaluate the potential opportunity for a given market approach.Generally, large changes in security markets are driven by one of three things: 1) changes to the underlying infrastructure, 2) changes to the threat environment, and 3) changes in regulation. 1) Infrastructure changes have the potential to drive entirely new (and potentially large) categories in security. An example would be the advent of client server computing, which followed the wide adoption of PCs and created a market for Network Security. Interestingly, the prior market incumbents, in this case Anti-Virus/Endpoint Security companies, are almost never the winners in these new markets THE DRIVERS I LOOKFOR IN MAKING SECURITY INVESTMENTSBy Mark Kraynak, Founding Partner, Acrew CapitalMark Kraynak
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