Cyberstarts
// PORTFOLIO INTELLIGENCE
// COMPANIES TRACKED
5
// PORTFOLIO VALUATION (TRACKED)
$30B
Combined current valuation of portfolio companies in WOWLS database — not fund AUM or capital deployed
// SECTORS COVERED
11
// THREAT LEVEL DISTRIBUTION
- ARMED3 · 60%
- DANGEROUS1 · 20%
- BLOATED1 · 20%
Based on 5 enriched portfolio companies
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// NOTABLE INVESTMENTS
// PORTFOLIO COMPANIES
5 companies · $30B combined valuation
| COMPANY | SECTOR | VALUATION | ROUND | YEAR | THREAT |
|---|---|---|---|---|---|
| Wiz | cloud computing | $12B | SERIES_A | 2021 | DANGEROUS |
| Fireblocks | blockchain | $8B | SERIES_A | 2019 | ARMED |
| Island | browser | $4.8B | SERIES_A | 2021 | BLOATED |
| Cyera | cybersecurity | $3B | SEED | 2022 | ARMED |
| Transmit Security | identity | $2.2B | SERIES_A | 2021 | ARMED |
// RECENT ACTIVITY
// WOWL ASSESSMENT
Cyberstarts hunts infrastructure security at Israeli seed stage — their thesis is that every category-defining security company starts as infrastructure protection for cloud-native workloads. Portfolio is five names totaling $30B paper valuation with 20% hit rate anchored entirely by Wiz, whose $12B valuation represents 40% of fund NAV. The concentration is brutal: remove Wiz and you have four companies at $18B combined with zero exits and zero proof the valuations are real.
Wiz is the entire story — fastest company ever to $100M ARR, rejected Google's $23B acquisition offer, genuine product-market fit with Fortune 500 CISOs. The other four names are unproven: Fireblocks raised at $8B in 2022 crypto bubble and has not demonstrated path to that valuation in the current cycle. Island raised $525M for browser security at $3B+ entry and burned through capital faster than revenue growth justified. Cyera and Transmit Security remain private with no exit timeline and valuations set in 2021-2022 vintage when multiples were detached from fundamentals.
// THREAT LEVEL: DANGEROUS
VERDICT: One generational winner carrying four unproven bets — the Wiz dependency is an existential threat disguised as a success story.
// WHY WOWLS WATCHES
WOWLS watches because the portfolio structure is a case study in venture concentration risk — if Wiz exits at current valuation the fund prints money, but any Wiz markdown or failed IPO cascades through the entire NAV. The other four companies need to prove their marks are real or this becomes a one-hit fund disguised as a platform strategy.
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// LOADING INTEL…
// INTELLIGENCE PENDING
// INTELLIGENCE DISCLAIMER: Fund assessments represent editorial opinion based on publicly available data. Portfolio coverage reflects companies tracked in the WOWLS database and may not represent complete investment history. Hit and miss rates are calculated from tracked portfolio companies only. Not financial or investment advice.
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