NightDragon focuses on the cybersecurity, safety, security, and privacy industries. The vast majority of that portfolio is focused on cybersecurity investments, including 9 cybersecurity companies in the NightDragon Growth I portfolio (out of 13 total companies), including iboss, Immuta, Interos, Mezmo, Onapsis, SafeGuard Cyber, ThriveDX and vArmour. Additionally, NightDragon has at least two advisory relationships in cybersecurity, including ThreatConnect and Dataminr. The company also counts more than 15 cybersecurity investments from previous fund vehicles in its portfolio, including Claroty, SAM Seamless Networks, and Source Defense. Exits from previous vehicles include FireEye, ForgeRock, Forescout Technologies, Mandiant, JASK, ObserveIT, RiskSense, and Phantom.
Cybersecurity stands as a core pillar of the NightDragon portfolio and the company’s mission. The NightDragon portfolio includes more than 69% cybersecurity companies, including 9 of the 13 companies invested in as part of the $767 million NightDragon Growth I fund. Additionally, the firm has advisory relationships with multiple additional cybersecurity companies, including ThreatConnect and Dataminr, and more than 15 cybersecurity investments from previous fund vehicles in its portfolio.