NightDragon

NightDragon is an investment and advisory firm established in 2016 and based in San Francisco, California. It specializes in growth and late-stage investments within the cybersecurity, safety, security, and privacy sectors. Founded by Dave DeWalt, the firm leverages its extensive industry network and operational expertise to provide valuable insights and support to its portfolio companies. NightDragon aims to drive growth and enhance shareholder value by utilizing its deep understanding of market dynamics and technology, drawing on over 25 years of experience from its team members who have held leadership roles in notable technology companies.

David DeWalt

Founder, CEO and Managing Director

Ken Gonzalez

Managing Director

Josiah Hsiung

Principal

Morgan Kyauk

Managing Director

35 past transactions

Dataminr

Convertible Note in 2025
Dataminr is an AI platform that detects the earliest signs of high-impact events and emerging risks from publicly available information. It discovers, distills, and delivers alerts from the increasingly diverse and complex landscape of publicly available information including social media, blogs, information sensors, and the dark web, ensuring that businesses have the knowledge they need to act with confidence.

Dataminr

Convertible Note in 2025
Dataminr is an AI platform that detects the earliest signs of high-impact events and emerging risks from publicly available information. It discovers, distills, and delivers alerts from the increasingly diverse and complex landscape of publicly available information including social media, blogs, information sensors, and the dark web, ensuring that businesses have the knowledge they need to act with confidence.

Epirus

Series D in 2025
Epirus, Inc. is a company focused on developing advanced defense technologies that utilize artificial intelligence and directed energy systems. Based in Hawthorne, California, it specializes in solid-state, software-defined high-power microwave systems designed to counter unmanned aircraft and other asymmetric threats. The company's flagship product, ELECTROMAGNETIC PULSE, functions as a drone countermeasure by delivering multiple beams simultaneously, effectively disrupting and neutralizing aerial threats. Additionally, Epirus employs AI and computer vision to enhance its capabilities in detecting and tracking various targets of interest. Founded in 2018, Epirus aims to provide innovative solutions for both national security and commercial applications, optimizing power management and efficiency in electronic warfare scenarios.

HUMAN

Venture Round in 2024
HUMAN is a cybersecurity company that safeguards 1,200+ brands from digital attacks including bots, fraud and account abuse. We leverage modern defense to disrupt the economics of cybercrime by increasing the cost to cybercriminals while simultaneously reducing the cost of collective defense. Today we verify the humanity of more than 20 trillion digital interactions per week across advertising, marketing, e-commerce, government, education and enterprise security, putting us in a position to win against cybercriminals. Protect your digital business with HUMAN. To Know Who’s Real, visit www.humansecurity.com.

Rhombus Systems

Series C in 2024
Rhombus Systems, Inc. is a provider of advanced video security services, specializing in the development of enterprise security cameras designed to enhance the safety and efficiency of workplaces. Founded in 2016 and headquartered in Sacramento, California, with an additional office in Oakland, the company offers a range of features including cloud management, facial recognition, object recognition, and people analytics powered by artificial intelligence. Rhombus Systems' technology enables businesses to easily install Wi-Fi or Ethernet-enabled cameras that facilitate real-time video streaming and security alerts. Additionally, it allows users to share video footage and live streams through mobile devices or computers, thereby improving overall security and operational productivity.

Saronic

Series B in 2024
Saronic is building cutting-edge unmanned surface vehicles that enable maritime security and domain awareness by combining hardware, software, and artificial intelligence into one scalable, fully integrated platform. These vehicles integrate advanced hardware, software, and artificial intelligence to create a scalable and fully integrated platform aimed at enhancing the capabilities of naval and maritime forces. Saronic's products are designed for defense and surveillance applications, offering comprehensive operational capabilities.

RapidSOS

Series C in 2024
RapidSOS, Inc. is an emergency response data platform that connects life-saving information from over 350 million connected devices directly to 911 and first responders. Founded in 2012 and headquartered in New York, the company serves public safety agencies globally, offering solutions such as the Clearinghouse, which enables users to send emergency requests and receive critical data from devices, and the Emergency API suite for direct data transmission to emergency services. Additionally, the RapidSOS Portal provides public safety agencies with secure access to essential data through a web-based tool. The platform supports more than 4,800 Emergency Communications Centers, protecting over 90% of the U.S. population during approximately 250 million emergencies each year, thereby enhancing the speed and effectiveness of emergency response.

HawkEye 360

Series D in 2023
HawkEye 360, Inc. is a data analytics company based in Herndon, Virginia, specializing in radio frequency (RF) mapping through a commercial satellite constellation. Founded in 2015, the company identifies, processes, and geolocates a wide range of RF signals, providing critical insights for various sectors including maritime, intelligence, telecommunications, and crisis response. Its products enhance maritime domain awareness and offer spectrum mapping and monitoring services, which are essential for tracking global transportation networks and assisting in emergency situations. HawkEye 360 has established a strategic partnership with Ursa to further enhance its capabilities in RF data analytics.

vArmour

Acquisition in 2023
VArmour is a cybersecurity company based in Mountain View, California, founded in 2011. It specializes in perimeter security solutions tailored for mobile, virtual, and cloud environments. The company develops security applications that protect critical applications and workloads across multi-cloud infrastructures, with a focus on organizations in heavily regulated industries. VArmour’s tools help users secure and manage data and security policies across both public and private cloud environments, offering a centralized approach to safeguarding applications and data.

RapidSOS

Venture Round in 2022
RapidSOS, Inc. is an emergency response data platform that connects life-saving information from over 350 million connected devices directly to 911 and first responders. Founded in 2012 and headquartered in New York, the company serves public safety agencies globally, offering solutions such as the Clearinghouse, which enables users to send emergency requests and receive critical data from devices, and the Emergency API suite for direct data transmission to emergency services. Additionally, the RapidSOS Portal provides public safety agencies with secure access to essential data through a web-based tool. The platform supports more than 4,800 Emergency Communications Centers, protecting over 90% of the U.S. population during approximately 250 million emergencies each year, thereby enhancing the speed and effectiveness of emergency response.

Immuta

Series E in 2022
Immuta, Inc. develops a data security platform that helps organizations manage data security, privacy, and access control. The platform offers automated data governance features, including sensitive data discovery, classification, and the ability to author security and access control policies without coding. It enables self-service access to data while providing visibility into data usage. Immuta's solution is utilized by a diverse range of sectors, including finance, healthcare, government, and manufacturing, for purposes such as cloud migration, regulatory compliance, and secure collaboration. Founded in 2015 and headquartered in Boston, Massachusetts, Immuta has established itself as a trusted partner for Fortune 500 companies and government agencies worldwide.

Capella Space

Series C in 2022
Capella Space is a commercial satellite imaging company based in San Francisco, California, founded in 2016. It operates a constellation of small satellites equipped with synthetic aperture radar (SAR) technology, capable of providing high-resolution Earth observation imagery at 50 centimeters. This technology allows for continuous monitoring of the Earth's surface, regardless of weather conditions, including clouds, smoke, and darkness. Capella Space's services support various industries, including maritime domain awareness, agriculture, infrastructure monitoring, and disaster response. The company aims to enhance decision-making related to commerce, conservation, and security by delivering timely and flexible geospatial data. Its capabilities are particularly valuable for applications involving economic activity estimation, urban planning, and search and rescue operations.

ThriveDx

Venture Round in 2022
ThriveDX is a global education technology company focused on cybersecurity and digital skills training. It provides a range of services designed to enhance knowledge and foster the development of skilled professionals in the digital technology sector. By offering advanced workforce and professional development programs, ThriveDX enables students to learn according to their individual interests, abilities, and career levels. The company's mission is to cultivate a competent workforce capable of addressing the growing demand for cybersecurity specialists in the market.

Mezmo

Series D in 2021
Mezmo, previously known as LogDNA, is an observability platform that specializes in managing log data for enterprises. It provides a cloud-based log management software that aggregates system and application logs into a unified platform. Mezmo employs a user-friendly design and a metered billing pricing model, allowing organizations to efficiently access and analyze their log data. The platform uses a proprietary algorithm to index data, which enhances search speed and enables DevOps teams to gain critical insights for application development, debugging, security, and compliance. By streamlining log management, Mezmo supports businesses in optimizing their operational efficiency and decision-making processes.

HawkEye 360

Series D in 2021
HawkEye 360, Inc. is a data analytics company based in Herndon, Virginia, specializing in radio frequency (RF) mapping through a commercial satellite constellation. Founded in 2015, the company identifies, processes, and geolocates a wide range of RF signals, providing critical insights for various sectors including maritime, intelligence, telecommunications, and crisis response. Its products enhance maritime domain awareness and offer spectrum mapping and monitoring services, which are essential for tracking global transportation networks and assisting in emergency situations. HawkEye 360 has established a strategic partnership with Ursa to further enhance its capabilities in RF data analytics.

Interos

Series C in 2021
Interos is a supplier of AI and SaaS-delivered supply chain risk management (SCRM) solutions to the US Federal Government and the private sector. The core of Interos' solution is the aggregation and analysis of large data sets to identify relationships, patterns, and correlations with the goal of producing predictive and prescriptive insights for our customers to assess, monitor, and enhance resiliency and mitigate risk in their business eco-systems. As eco-systems consist of supply chains, partnerships and business alliances, a change in any of these relationships can produce unknown and unexpected business risks and ripples effects. The platform provides Eco-system Maps, Supplier Risk Assessments, Scoring, and Continuous Monitoring. Founded in 2005, Interos is headquartered in Arlington, Virginia.

SAM Seamless Network

Series B in 2021
SAM protects the connected home by securing threats right at the source. With a software-only solution, SAM uses the network gateway to protect all connected devices in the home. Securing communication between smart devices and the network, means ISPs can ensure their customers are using their connected home in the safest way.

HawkEye 360

Series C in 2021
HawkEye 360, Inc. is a data analytics company based in Herndon, Virginia, specializing in radio frequency (RF) mapping through a commercial satellite constellation. Founded in 2015, the company identifies, processes, and geolocates a wide range of RF signals, providing critical insights for various sectors including maritime, intelligence, telecommunications, and crisis response. Its products enhance maritime domain awareness and offer spectrum mapping and monitoring services, which are essential for tracking global transportation networks and assisting in emergency situations. HawkEye 360 has established a strategic partnership with Ursa to further enhance its capabilities in RF data analytics.

SafeGuard Cyber

Funding Round in 2021
SafeGuard Cyber is a SaaS security platform that focuses on protecting critical cloud communication applications, such as Microsoft Teams, Slack, Zoom, Salesforce, and social media. As organizations increasingly rely on these tools, they face heightened risks from ransomware, business compromise, and confidential information leakage. Traditional email security measures are often insufficient, lacking visibility outside of email and failing to adequately defend against malicious content. SafeGuard Cyber addresses these challenges with an agentless architecture that provides a portable security layer across various devices and networks, enabling organizations to manage risks in collaboration applications. The platform leverages machine learning to deliver real-time threat analytics, allowing clients to detect, analyze, and respond to both internal and external risks effectively. By focusing on the human attack vector, SafeGuard Cyber aims to secure businesses from advanced social engineering and targeted threats, thereby enhancing overall digital risk protection.

vArmour

Venture Round in 2021
VArmour is a cybersecurity company based in Mountain View, California, founded in 2011. It specializes in perimeter security solutions tailored for mobile, virtual, and cloud environments. The company develops security applications that protect critical applications and workloads across multi-cloud infrastructures, with a focus on organizations in heavily regulated industries. VArmour’s tools help users secure and manage data and security policies across both public and private cloud environments, offering a centralized approach to safeguarding applications and data.

Premise Data

Series E in 2021
Premise is a data and analytics platform that empowers decision-makers with real-time, actionable intelligence. By combining the power of a global network of on-the-ground contributors with industry-leading data science and machine learning Premise is ‘The Source of Ground Truth.’ A $66M Series C venture capital organization, we are backed by Valor Equity Partners, Social Capital, Google Ventures, and Andreessen Horowitz, among others. Premise is headquartered in San Francisco, California with offices in Washington, D.C., Seattle, and Portland.

iboss

Series B in 2021
iboss, Inc. is a cybersecurity company that specializes in network security solutions designed to protect organizations from malware, threats, and data loss. The company offers a range of services including web and app security, mobile security, and cloud-based security solutions. Its flagship product, the iboss Distributed Gateway Platform, provides advanced security for decentralized organizations by ensuring that all internet traffic is secured for compliance, web filtering, and malware defense. In addition, iboss delivers various features such as email security, SSL security, application control, and mobile device management. The company serves diverse sectors including finance, healthcare, education, and government, both domestically and internationally. Founded in 2003 and headquartered in Boston, Massachusetts, iboss distributes its solutions through direct sales and a network of partners and distributors, with additional offices in several locations around the world.

HUMAN

Venture Round in 2021
HUMAN is a cybersecurity company that safeguards 1,200+ brands from digital attacks including bots, fraud and account abuse. We leverage modern defense to disrupt the economics of cybercrime by increasing the cost to cybercriminals while simultaneously reducing the cost of collective defense. Today we verify the humanity of more than 20 trillion digital interactions per week across advertising, marketing, e-commerce, government, education and enterprise security, putting us in a position to win against cybercriminals. Protect your digital business with HUMAN. To Know Who’s Real, visit www.humansecurity.com.

Onapsis

Series D in 2020
Onapsis Inc. specializes in cybersecurity and compliance solutions tailored for business-critical applications and infrastructure, particularly in the context of ERP systems like SAP. The company's flagship offering, the Onapsis Security Platform, is an SAP-certified solution that employs a context-aware approach to detect and mitigate security risks, compliance gaps, and cyber threats. Additionally, Onapsis X1 serves as a standard tool for automated security assessments and audits of SAP and other ERP platforms. The company also provides professional services, including penetration testing and security audits, along with training programs focused on SAP security. Onapsis aims to enhance the visibility and control of security and audit teams over potential threats and compliance issues within enterprise applications. Founded in 2009 and headquartered in Boston, Massachusetts, Onapsis operates additional offices in Heidelberg, Germany, and Buenos Aires, Argentina, serving a diverse clientele that includes major firms across various industries.

Source Defense

Series A in 2020
Source Defense Ltd. specializes in website security software aimed at preventing attacks originating from third-party sources. Established in 2014 and headquartered in Rosh-ha’ayin, Israel, with additional offices in Beer-Sheva and Stamford, Connecticut, the company offers a real-time Software-as-a-Service platform. This platform empowers site owners to set and enforce permissions, receive real-time alerts, and monitor the behavior of third-party vendors on their sites. Source Defense provides tailored solutions for various sectors, including financial institutions, insurance companies, e-commerce, and content publishers. By focusing on prevention rather than detection, Source Defense helps organizations eliminate security concerns associated with third-party integrations, ultimately allowing them to concentrate on enhancing revenue opportunities while ensuring the safety and performance of their websites.

Capella Space

Series B in 2019
Capella Space is a commercial satellite imaging company based in San Francisco, California, founded in 2016. It operates a constellation of small satellites equipped with synthetic aperture radar (SAR) technology, capable of providing high-resolution Earth observation imagery at 50 centimeters. This technology allows for continuous monitoring of the Earth's surface, regardless of weather conditions, including clouds, smoke, and darkness. Capella Space's services support various industries, including maritime domain awareness, agriculture, infrastructure monitoring, and disaster response. The company aims to enhance decision-making related to commerce, conservation, and security by delivering timely and flexible geospatial data. Its capabilities are particularly valuable for applications involving economic activity estimation, urban planning, and search and rescue operations.

vArmour

Series E in 2019
VArmour is a cybersecurity company based in Mountain View, California, founded in 2011. It specializes in perimeter security solutions tailored for mobile, virtual, and cloud environments. The company develops security applications that protect critical applications and workloads across multi-cloud infrastructures, with a focus on organizations in heavily regulated industries. VArmour’s tools help users secure and manage data and security policies across both public and private cloud environments, offering a centralized approach to safeguarding applications and data.

SAM Seamless Network

Series A in 2018
SAM protects the connected home by securing threats right at the source. With a software-only solution, SAM uses the network gateway to protect all connected devices in the home. Securing communication between smart devices and the network, means ISPs can ensure their customers are using their connected home in the safest way.

RiskSense

Series B in 2018
RiskSense, Inc. specializes in cyber risk management solutions, offering a cloud-based platform that enables organizations to assess and manage their cybersecurity risks effectively. The RiskSense Platform allows users to evaluate their cyber risk exposure across a broad attack surface, orchestrate remediation efforts, and monitor outcomes. Key services include RiskSense Vulnerability Discovery, which provides regular vulnerability assessments to identify security weaknesses, and RiskSense Attack Surface Validation, which assesses vulnerabilities that could be exploited by cyber adversaries. The platform employs risk-based scoring and analytics to present a comprehensive view of cybersecurity risks, allowing organizations to prioritize remediation activities based on critical security weaknesses. Founded in 2006 and headquartered in Sunnyvale, California, RiskSense also has offices in Albuquerque, New Mexico, and India.

ObserveIT

Series B in 2018
ObserveIT LTD. specializes in insider threat management software solutions aimed at helping organizations identify and mitigate insider threats. Founded in 2006 and headquartered in Boston, Massachusetts, with additional offices in London and Tel Aviv, the company provides a comprehensive platform that includes insider threat detection, investigation, and prevention tools. Its services encompass data loss detection, user activity monitoring, incident response, and compliance solutions. By offering full playback of security incidents, ObserveIT enables security teams to reduce investigation times significantly and enhance response efficiency. The company's solutions are utilized by over 1,600 global customers across various industries, including financial services, technology, and manufacturing, to secure remote workers and protect against data loss. ObserveIT operates as a subsidiary of Proofpoint, Inc.

SafeGuard Cyber

Series B in 2018
SafeGuard Cyber is a SaaS security platform that focuses on protecting critical cloud communication applications, such as Microsoft Teams, Slack, Zoom, Salesforce, and social media. As organizations increasingly rely on these tools, they face heightened risks from ransomware, business compromise, and confidential information leakage. Traditional email security measures are often insufficient, lacking visibility outside of email and failing to adequately defend against malicious content. SafeGuard Cyber addresses these challenges with an agentless architecture that provides a portable security layer across various devices and networks, enabling organizations to manage risks in collaboration applications. The platform leverages machine learning to deliver real-time threat analytics, allowing clients to detect, analyze, and respond to both internal and external risks effectively. By focusing on the human attack vector, SafeGuard Cyber aims to secure businesses from advanced social engineering and targeted threats, thereby enhancing overall digital risk protection.

Callsign

Series A in 2017
Callsign Ltd. is a UK-based company that specializes in developing an advanced online transaction platform focused on digital trust. The company employs proprietary technology to replicate human methods of identification, achieving a remarkable 99.999% accuracy in recognizing genuine users. This high-fidelity AI-driven authentication system aims to deliver privacy and security while minimizing user friction and effectively blocking malicious actors. Callsign's technology is particularly beneficial for financial institutions, governments, and various commercial entities, providing them with secure and adaptive authentication services that address data breaches and cyber threats. Additionally, Callsign offers a mobile app designed to enhance user security when accessing websites and protecting personal information.

HUMAN

HUMAN is a cybersecurity company that safeguards 1,200+ brands from digital attacks including bots, fraud and account abuse. We leverage modern defense to disrupt the economics of cybercrime by increasing the cost to cybercriminals while simultaneously reducing the cost of collective defense. Today we verify the humanity of more than 20 trillion digital interactions per week across advertising, marketing, e-commerce, government, education and enterprise security, putting us in a position to win against cybercriminals. Protect your digital business with HUMAN. To Know Who’s Real, visit www.humansecurity.com.

Classiq

Classiq Technologies is a prominent quantum software company that offers a comprehensive software platform designed to facilitate quantum computing from algorithm design to execution. This platform includes an integrated development environment, compiler, and operating system, catering to developers of varying skill levels. Classiq's low-code development environment automates the quantum programming process, making it accessible to individuals with backgrounds in artificial intelligence, machine learning, and linear algebra, without the need for extensive knowledge of quantum hardware programming. The company collaborates with advanced computation hardware providers to deliver software compatible with quantum computers, high-performance computing systems, and quantum simulators. Supported by notable investors, Classiq's team of scientists and engineers embodies decades of expertise in quantum technologies, striving to democratize access to quantum computing and empower users to leverage its potential effectively.
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