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Cybersecurity x SaaS Bootcamp for Software Investors

4.6

(21 ratings)

·

3 Weeks

·

Cohort-based Course

A cohort-based program for those who want to be cybersecurity and SaaS metrics experts. The program taught over 150+ investors and leaders.

Leaders, Investors, Executives from:

Palo Alto Networks
Morgan Stanley
Microsoft
McKinsey & Company
Datadog

Course overview

For Investors who want to apply cybersecurity and software metrics at work.

A bootcamp dedicated to investors who want to analyze cybersecurity technologies and their financials to become better at their jobs and make money on the markets. Our bootcamp is meticulously designed for investors eager to dissect cybersecurity technologies and financial frameworks, aiming to refine investment decisions



Investors face many challenges today, including but not limited too:


1) Complex Terminologies: Lots of complex cybersecurity terminologies and SaaS financial metrics.


2) Lack of Comprehensive Resources: No centralized package of all the important metrics and terminologies.


3) Product Differentiation: Many security and SaaS companies are remarkably similar in product offering and some are complex.


4) Lack of Financial Modelling Proficiency: Lack of good knowledge of financial modelling and the nuances of software financial analysis.


5) Market Saturation: There are over 4000+ cybersecurity companies and over 30+ sub-categories within the sector. How does one differentiate among these companies?



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How this bootcamp helps:


The bootcamp delves deep into frameworks for simplifying the complex world of cybersecurity.


1) In-Depth Cybersecurity Insights: Gain a comprehensive understanding of the cybersecurity landscape through detailed case studies from industry leaders like Palo Alto Networks, Datadog, and Crowdstrike.


2) SaaS Financial Analysis: Elevate your expertise in SaaS financials with in-depth analysis and modelling techniques. Learn to distinguish between bookings versus billings, understand Free Cash Flow (FCF), and more, using real-world examples from Snowflake, Datadog, and others.


This bootcamp equips you with the knowledge to excel in your investment strategies. Embrace the opportunity to become a more astute investor, capable of navigating the complexities of the cybersecurity and SaaS sectors with confidence.

Who Is This BootCamp For?

01

Public or Private Investors: Across retail investing, VCs, and Funds who want an easy framework to grasp the complex cybersecurity landscape

02

SaaS Operators and Investors: Individuals with a desire to gain a better understanding of analyzing software financials and SaaS metrics.

03

Cybersecurity professionals: Individuals who want to broaden and get a better understanding of newer categories of cybersecurity.



Outcomes from this bootcamp:

Becoming a better cybersecurity and software financial analyst in your job!


  • Analyze all the financial and technical lingo in an earnings call like a professional.



  • You’ll become fluent in SaaS financial concepts and terminologies.
Becoming a cybersecurity and software strategist!


  • You’ll become better at comparing and dissecting the differences in public cybersecurity companies.


  • Understand what differentiates Crowdstrike vs. SentinelOne or Palo Alto Networks vs. Fortinet.



  • Be able to speak articulately on key software metrics to drive strategic decision
Become better at building a SaaS financial model, analyzing software companies and core SaaS 101 metrics!


  • Develop a strong analytical framework for analyzing software income statements, balance sheets and cash flow statements.



  • Be able to drill down into RPO, comparing Bookings vs. Billings and key software metrics.
You'll be able to create a framework for understanding the cybersecurity industry, its technologies, and terminologies!


  • Become better at understanding the complex cybersecurity industry and its core technologies.


  • In-depth understanding of endpoint, network, cloud, AI, data and identity security.



  • Be able to identify and distinguish the key differences amongst the technologies.
BONUS: Networking opportunities with other top-level operators and investors Access to Slack.



  • Network with other software investors and operators who are passionate about learning the same topic within your domain of interest.



  • Join our long-term Slack community with other operators and investors from venture capital firms, and large tech companies

This course includes

14 interactive live sessions

Lifetime access to course materials

13 in-depth lessons

Direct access to instructor

1 project to apply learnings

Guided feedback & reflection

Private community of peers

Course certificate upon completion

Maven Satisfaction Guarantee

This course is backed by Maven’s guarantee. You can receive a full refund within 14 days after the course ends, provided you meet the completion criteria in our refund policy.

Course syllabus

Expand all modules

  • Post-Course

    Modules

    • Permanent course access materials (cheat-sheet, slides, frameworks and reports)

  • Bonus

    Modules

    • Datadog's Technology & Financials Breakdown

4.6

(21 ratings)

What students are saying

EXTENDED - Course Schedule

5-7 hours per week

  • March-April 2024

    Session Syllabus

    • Frameworks for the Cybersecurity Industry
    • Software 101 - SaaS ARR & revenue metrics
    • Datadog and cloud security overview
    • SaaS expenses, FCF & valuation
    • Crowdstrike and endpoint security overview
    • Bookings, billings, and collections
    • Palo Alto Networks, identity and network security

  • Tuesdays, Thursdays & Saturdays

    • Ample Q&A sessions
    • Every session is recorded, with live replays available immediately after a class.

  • Special Guest Speaker Sessions

    Weekends

    • Engage with Software-focused buy-side guest speakers (VCs, PEs and Hedge funds)
    • Opportunity to ask questions from a leading CISO executive.
    • Technical cybersecurity expert calls and interviews during bootcamp

  • Exclusive Deep Dives & SaaS Models

    Resources

    • Exclusive deep dives and reports on the cybersecurity industry
    • Exclusive reports on cloud, endpoint, Identity, and network security.
    • Exclusive guides on software metrics and SaaS 101.

  • Community Access

    Ongoing special events & resources

    • Opportunity to join our community of SaaS Investors, Venture capitalists and operators
    • Network with fellow-minded individuals within the industry.
    • Access to our quarterly events with experts within the security and software investing ecosystem

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What people are saying

        Francis and Thomas immediately come to mind when I think of “thought leaders” in the SaaS investment space. The cybersecurity landscape is constantly evolving, and I’ve benefited tremendously from Francis’ deep dives on the sector. And Thomas is one of the first people I go to when I have a complex question regarding SaaS valuation and forecasting
CJ Gustafson

CJ Gustafson

CFO at Startup | Author Mostly Metrics
        The quality and level of detail surpasses most sell-side research produced today. I especially appreciate the fact that the product combines datapoints from public and private companies to generate insights. The product is a good fit for both industry participants trying to learn the financial side, but also financial professionals.
Ivana Spear

Ivana Spear

Fund Manager, Spears ETF
        Francis is one of those rare people that really understands the business of cybersecurity. The ease with which he breaks down technical complexity and ties it back to financial reality is illuminating for anyone interested in learning more about cyber"
Rak Garg

Rak Garg

Principal at Bain Capital Ventures
        Francis and Thom have played a pivotal role in enhancing my investment decisions regarding security companies. It serves as a comprehensive, one-stop guide, offering in-depth analysis and coverage of the intricate technological and financial aspects of security companies. The platform has provided me with invaluable insights with confidence"
Shubham Goel 

Shubham Goel 

Security Product Manager @ Netskope | Ex Uber, Exabeam
        Francis has an incredibly deep and nuanced understanding of the security sector. It goes beyond the surface level; he possesses a deep understanding of the history, evolution, and the direction in which the industry is heading. His expertise shines through, whether he's conducting extensive research on specific sectors like the SASE market"
Danel Dayan

Danel Dayan

Investor at Battery Ventures

Testimonials from Fortune 500 CEOs:

Testimonials from Fortune 500 CEOs:

Snapshots of our research

Fortune 500 CEOs and executives have read and shared our research.

Learning is better with cohorts

Learning is better with cohorts

Active hands-on learning

This course builds on live workshops and hands-on projects

Interactive and project-based

You’ll be interacting with other learners through breakout rooms and project teams

Learn with a cohort of peers

Join a community of like-minded people who want to learn and grow alongside you

Meet your instructors

Thomas Robb

Thomas Robb

SaaS and Privacy Professional

Thomas is currently Senior Director, FP&A and IR at OneTrust, a leader in the Privacy and Trust industry. He was previously a Senior Manager, Finance at Celonis, one of the largest private SaaS companies.


Thomas spent over 6 years as a software analyst at the Morgan Stanley, covering 13 vertical SaaS companies (representing ~$65bn of market valuation), charged with conducting complex software financial modeling and analysis.

Francis Odum

Francis Odum

Cybersecurity Venture Capitalist and Research Professional

Francis has covered private and public cybersecurity companies at venture capital firms like Contrary Capital in San Francisco and on his platform, the Investi Analyst over the last three years.


Francis was previously a product lead for data and ML projects at a leading financial institution. He consults with investors and operators who need to develop a better understanding of the cybersecurity ecosystem.

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