Perspectives on enterprise software, security, and venture investing
Our team shares analysis, market perspectives, and lessons from the front lines of enterprise software investing.
We are proud to announce the close of our $150M Seed Round backed by Accel, establishing CinchTech Capital as a leading seed-stage fund dedicated to enterprise software and cybersecurity.
The perimeter is dead. As enterprises migrate to cloud-native architectures, the traditional network boundary model has become structurally inadequate. Here is what replacing it requires.
Not all SaaS metrics are created equal. A clear-eyed look at NRR, CAC payback, gross margin, and the signals that separate durable enterprise businesses from impressive-looking short-term numbers.
AI-driven threat detection and SOAR automation are compressing mean time to detect from months to minutes. A look at the current state of the art and what it means for enterprise security programs.
Enterprise software sales requires a fundamentally different approach than consumer or SMB sales. Champion development, procurement navigation, and the land-and-expand motion explained.
Cloud adoption has outpaced traditional security models. CSPM, CWPP, CIEM, and DevSecOps practices are the new foundations of enterprise cloud security architecture.
Software supply chain attacks have become one of the most sophisticated and consequential threats facing enterprises. Understanding the risk landscape and building effective defenses.
PLG has transformed enterprise software acquisition. But it is not appropriate for every product or market. A nuanced look at the structural prerequisites for effective PLG in enterprise contexts.
Identity is the new perimeter. A comprehensive look at workforce, customer, privileged, and non-human identity management — and the investment opportunities in underserved IAM domains.
Vertical SaaS companies built for specific industries are outcompeting horizontal platforms with deeper workflow integration, regulatory compliance as a feature, and industry network effects.
Data pipelines break silently. Data observability platforms bring the monitoring, anomaly detection, and lineage tracking enterprises need to trust their data infrastructure at scale.