Cool Infographics: what venture capitalists tell us about Homeland Security
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The key questions…
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To understand where the homeland security market is going, why not look at where some of the smartest folks in the VC community are placing their bets? I created a couple cool infographics and a great case study from Rapiscan Systems
Transcript of Cool Infographics: what venture capitalists tell us about Homeland Security
The key questions…
Where is the homeland security market going?
What are the problems facing customers?
Where are opportunities for Rapiscan?
One way to answer these questions:
Where are venture capital firms investing in homeland security?
We analyzed two sets of investments …
Investments in Security Tech
by Non-Specialist VC’s
Investments by a “Specialist” VC –
In-Q-Tel
In-Q-Tel: a different kind of VC fund
“ We decided to use our limited dollars to leverage technology developed elsewhere … CIA identifies pressing problems, and In-Q-Tel provides the technology to address them. The In-Q-Tel alliance has put the Agency back at the leading edge of technology ” Former CIA director George Tenet
Private corporation with charter to support US intelligence
Executive team from private industry
Co-invests with traditional VC firms in early stage firms
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In-Q-Tel's portfolio: A snapshot of technologies intelligence community and private sector think are critical for homeland security
First, we looked at 35 security tech deals by “non-specialist” VCs from October to December 2013…
Source: Global Security Finance
35%
17%17%
17%
14%
EnterpriseNetwork
Security
33 Software Companies
Secure Collaboration / File SharingMobile
Network Security
Data Analytics
Other: Digital Asset Protection, Password Mgmt. Online Security Alerts
One Hardware
Mfr
One Service
Company
35 Transactions
15
7
77
15
Explosives, Nuclear, Chem / Bio Threat Detection
Imaging, Video Analytics
0 0
“Non-Specialist” VC investments are…
Software oriented
Focused on hacking and fraud solutions
Making “hot” technologies – Big Data, Collaboration, Online Video, Mobile
Payments – more secure
Now let’s look at IQT’s portfolio
54%
37%
9%
89 Companies
in Data Analysis and Security (“Analytics and Infrastructure”)
48
Deployability, Communication Security, Chem Bio Threat Detection (“Field Deployable Tech”)
33
Securing Mobile Devices, Apps, Networks (“Mobility”)
8
22%
18%17%
11%
89 Compani
es
Secure Collaboration and Communication
20
Cyber Security /Mobility
10
Data Management
15
Visualization, Mapping, Trend and Insight Discovery
Data Analytics16
Improved Batteries,
Energy Efficiency
22%
18%17%
18%
15%
11%9%
89 Compani
es
Secure Collaboration and Communication
20
Materials and Power8
Cyber Security /Mobility
10
Enhanced Surveillance and Video Analytics
Video and Imaging
13
Threat Detection
16
Data Management
15
Visualization, Mapping, Trend and Insight Discovery
Data Analytics16
Chem-Bio Related8
IQT portfolio – some observations
Secure communication and collaborationAbility for “good guys” to work together hugely important
Energy Efficiency Threat Detection Homeland security solutions have to work everywhere, including areas where traditional power infrastructure does not go
Data analytics Making sense of multiple streams of data key to combating threats
“Bio-tech” Chem / bio threat detection, mitigation is important future requirement
“Advanced Surveillance” Higher resolution and software assisted video and imaging
