
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
59
Active Companies
41
CEO NPS Score
88
Meet the builders
View all InvestmentsExpert Community
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 #28: AI and Entry-level Jobs
Jimmy Park, Kathryn Shih
September 10, 2025
- Blog Post

Margin of Safety #27: AI and Malware
Jimmy Park, Kathryn Shih
September 3, 2025
- Blog Post

Margin of Safety #26: The MIT report on AI failing, from people who actually read it
Jimmy Park, Kathryn Shih
August 27, 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