
Cybersecurity is the foundation of our connected digital world.
Our team’s thesis-driven approach identifies exceptional companies taking on the most important challenges in cybersecurity, AI, infrastructure software and related sectors. We provide the guidance, resources, and support they need to drive growth and achieve global, cross-industry impact.
We invest in early-stage companies tackling the most important challenges.
Assets Under Management
$1B+
Investments
57
Active Companies
39
CEO NPS Score
88
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More than 100 industry leaders who bring expertise, insights, and connections to guide product development, business strategy, and growth.




Margin of Safety
View all PerspectivesKathryn Shih and Jimmy Park research the practical sides of security & AI so that you don’t have to. Subscribe today on Substack.

Margin of Safety #11: Rethinking Workflows in the Age of AI Native
Jimmy Park, Kathryn Shih
April 23, 2025
- Blog Post

Margin of Safety #10: Llama 4 Looked Great on the Leaderboard. Why Doesn’t It Always Feel That Way?
Jimmy Park, Kathryn Shih
April 15, 2025
- Blog Post

Margin of Safety #9: MCP, USB for AI or Trojan Horse for Security?
Jimmy Park, Kathryn Shih
April 9, 2025
- Blog Post
Threat Intelligence Portfolio Spotlights (TIPS)
View all PerspectivesActionable intelligence from the frontlines. Co-authored by Dr. Shane Shook and the Forgepoint family of companies.
Listen to The Forgecast®
The who’s who and what’s what in cybersecurity, AI, and infrastructure software.

Proactive Network Threat Detection with Ricardo Villadiego
November 13, 2024 • 44 minutes