August Capital is an early stage venture capital fund focused on investing in companies differentiated by technical innovation and entrepreneurial excellence. Today, August Capital's six active investment professionals -- David Hornik, Eric Carlborg, Howard Hartenbaum, Tripp Jones, Villi Iltchev, and Lisa Marrone -- have more than a century of combined venture and operational experience. Together they manage $2.5 billion and have invested in hundreds of companies across the technology spectrum. From its inception, August Capital has funded an extraordinary group of entrepreneurs who have built significant, long-term value across the full range of information technologies. The companies that August Capital's partners have backed represent an aggregate market capitalization of well over $250 billion, generate in excess of $75 billion in annual revenue and employ a quarter of a million people around the world. This success is a testament to the entrepreneurs themselves, as well as the fundamental technologies they have created. They are proud to have supported these entrepreneurs and their companies as they have grown and prospered.

August Capital

JK&B Capital is a venture capital firm focused in the software, IT and commu- nications markets with over $1.1 billion of capital under management.  Track Record  Founded in 1996, JK&B has built a track record of generating exceptional returns for investors by identifying and investing in companies with technologies which have been critical to the growth of the worldâ€™s information economy. 	  A key to JK&Bâ€™s success has been its ability to leverage its substantial technology domain expertise to identify, analyze and access the most promising emerging technologies and the companies behind them. JK&B then provide these companies with financial support, strategic guidance and most importantly technical guidance to help them grow and prosper.  JK&B has distinguished itself in the venture capital industry through the level of â€œhands-onâ€ technology expertise resident among its team of eight investment professionals and through the rigorous research, analysis and investment discipline it applies to each of its investments.  Strong Leadership  JK&Bâ€™s Partners have come from senior management positions at some of the most successful firms in the technology industry. JK&B Partners are recognized in the industry as thought leaders, industry visionaries and highly sought after value-added Partners within their areas of expertise. The firmâ€™s Partners through their previous executive positions have established an extensive network of industry contacts and proprietary relationships extending JK&Bâ€™s intellectual reach and offering its portfolio companies high level access to potential customers, strategic partners and financing sources.  Direct Access  JK&Bâ€™s flat organizational structure and team-based approach allows the firm to respond very quickly to investment needs and market changes. JK&B believes that as technology becomes more sophisticated, venture capitalists must increasingly draw on specialized skills with a heavy focus on distinct technology expertise. The firm also takes a team-based approach to analysis and investment decision-making.  JK&B believes that there is a changing definition of success in the VC industry. JK&B believes the firms that will flourish will be leaner, technically astute, and highly focused.

JK&B Capital

Ignition is a venture capital firm dedicated to helping the best entrepreneurs seize opportunity. With over $2B under management, Ignition invests in emerging and future leaders in enterprise software.  Ignition brings together an unparalleled combination of domain focus, technical expertise, and global operational experience. Ignition's partners are proven business leaders who have built some of the world's most successful businesses of the last two decades, including Microsoft Windows and Office, McCaw Cellular Communications, AT&T Wireless and Starbucks.  Ignition helps entrepreneurs by turning their early idea into a business, to hiring the right team, providing the right industry and functional insight and connections, to growing the business strategically, globally, financially, to realizing the best ultimate outcome, Ignition is ready to go the distance.

Ignition Partners

Although technologies and markets have changed dramatically during the last 25 years, the investment principles upon which Sevin Rosen Funds was founded in 1981 have not. The Sevin Rosen team, all seasoned high-tech executives, always takes a very active and team-oriented approach to helping entrepreneurs throughout every stage of the company-building process.  Sevin Rosen Funds examine technology trends, identifying those technologies they believe will transform entire industries. Their emphasis is on what will happen next, what will succeed, and then, what will endure.  Sevin Rosen Funds mean what they say. In the venture capital world -- a world based almost entirely on personal relationships -- their word and their good name are their most valuable assets. And in all their relationships, they 've consistently placed a premium on honesty and fairness.

Sevin Rosen Funds

Splunk

Fletch is democratizing cybersecurity analytics by creating ready to go apps like the Fletch Trending Threats app that literally reads the threat news for companies daily telling them the threats that matter daily.

Insight Engines empowers organizations to do deeply technical investigations of their data in minutes that today take days. Our first set of cyber security focused products are used daily by some of the largest healthcare, finance, and government organizations to go beyond their SIEM.  (1) We automatically let them know the use cases that are possible with the data in their log store, and what data they may want to remove. (2) We empower them to ask questions of their log data, via our unique natural language search technology, and get relevant answers in seconds. (3) We give them timely recommendations of what to ask.  Our investors include folks like August Capital, Google Ventures, and DCVC.

Acalvio, the leader in cyber deception technology, helps enterprises actively defend against advanced security threats. Acalvio ShadowPlex Cyber Deception Platform, built on 25 issued patents in autonomous deception and advanced AI, provides robust solutions for Identity Threat Detection and Response (ITDR), Advanced Threat Detection, OT Security, Zero Trust, Active Directory Protection, and Ransomware Protection. The Silicon Valley-based company’s solutions serve Fortune 500 enterprises, and government agencies and are available to deploy on-premises, in the cloud, or via marquee managed service providers. For more information, please visit www.acalvio.com.

Splunk is a cloud-first software company that provides operational intelligence software that monitors, reports, and analyzes real-time machine data for security, IT, and business. It offers a range of solutions, including advanced threat detection, incident management, cloud monitoring, security monitoring, serving manufacturing, retail, and financial services. The company was founded in 2004 and is headquartered in San Francisco, California.

<div> Splunk Inc. (Nasdaq: SPLK) is a San Francisco-based software company that provides a data platform for searching, monitoring, analyzing and visualizing machine-generated Big Data in real time. Founded in 2003, Splunk's software platform enables organizations to investigate, monitor, analyze and act on data at scale. The company's main product, Splunk Enterprise, allows users to search, correlate, analyze, monitor and report on data in real time. Splunk also offers cloud-based versions of its software through Splunk Cloud. For its fiscal year 2023, Splunk reported total revenues of USD 3.65 billion. As of October 2023, the company had total annual recurring revenue (ARR) of USD 4.0 billion, with cloud ARR growing 26% year-over-year to represent the majority of total ARR. Splunk's products are used by over 90% of the Fortune 100 companies across various industries for use cases including IT operations, security, internet of things, and business analytics. The company has over 850 customers with total ARR greater than USD 1 million. Splunk's key product offerings include: <ul> <li> Splunk Enterprise: On-premises software for searching, monitoring, and analyzing machine data </li> <li> Splunk Cloud Platform: Cloud-based version of Splunk Enterprise </li> <li> Splunk Security: Solutions for security operations and threat detection </li> <li> Splunk IT Service Intelligence: AIOps solution for IT operations </li> <li> Splunk Observability Cloud: Unified observability platform </li> </ul> In September 2023, Cisco announced plans to acquire Splunk for USD 28 billion in cash, representing Cisco's largest acquisition to date. The deal is expected to close by the end of 2024, subject to regulatory approvals. Splunk continues to invest in innovation, particularly around AI capabilities and cloud services. The company is focused on helping organizations improve digital resilience and gain actionable insights from their data. </div>

How to Leverage Pricing and Packaging to Drive Growth, Revenue, and Profit with Miro, Loom, OpenAI, and Splunk

Splunk Ventures

Data Infrastructure & Analytics

Solutions to unify data from disparate sources by extracting, transforming, loading, and storing data in a usable form (such as in data warehouses) for further analysis.

Tools to monitor data for quality issues in real-time, as it moves throughout the data pipeline.

Providers of storage solutions that help accelerate data analytics. These include primary storage solutions, such as data warehouses and data lakes, and secondary storage solutions for non-mission-critical data.

Solutions that enable businesses to carry out data processing and create ML models on the underlying data for predictive analysis.

Tools for enterprises to visualize data in a graphical form and obtain insights on the same using AI and natural language processing.

Companies that use GenAI as a core part of their product offering for data infrastructure & analytics.

Building future-ready applications in the cloud

Cloud-native Tech

Vendors offering cloud-native infrastructure or provisioning, which is the first layer in the cloud-native landscape. It encompasses tools to create and harden the foundation of cloud-native apps.

Vendors offering execution environment (runtime) solutions. This encompasses everything a container needs to run in a cloud-native environment, including the code used to start a container.

Vendors offering solutions for application definition and development. This layer focuses on the tools that enable engineers to build cloud-native applications

Vendors offering orchestration and management solutions including tools to handle running and connecting cloud-native applications.

Vendors offering observability, including tools to understand a cloud system from its external outputs, measured by CPU time, memory, disk space, latency, errors, etc.

Vendors that bundle different tools from different layers together into a platform, solving a larger problem. These can include an orchestration tool, a container runtime, service discovery, networking, an API gateway, etc.

ANALYST_QUICK_TAKE

INCUMBENTS_PRESENT

<div>
 Global technology company, Cisco Systems, has completed the acquisition of operational intelligence software specialist, Splunk, for an estimated USD 28 billion. 
 Splunk, established in 2003, provides software solutions that allow businesses to monitor, search, and analyze big data generated by their IT infrastructure. The platform is used by over 15,000 organizations and delivers valuable business insights, such as information on cyber threats, technical outages, and more. 
 Following the acquisition, Cisco plans to merge its existing network capabilities with Splunk's security and observability solutions. This integrated solution will provide a comprehensive, real-time view of an organization's digital interface. This will improve the defense against cyber threats, reduce system downtime, and enhance user experience within the network. 
</div> Analyst QuickTake: 
 The agreement—Cisco's largest acquisition ever—was formally signed in <a href="https: 
//sp-edge.com/updates/22088"> September 2023 </a> for USD 157 per Splunk share, which was 31% higher than its previous unaffected stock price. Both firms offer AI capabilities in their cybersecurity solutions, which will be integrated to present a unified user interface for quicker problem analysis. Before being acquired, Splunk was involved in the open-source community and substantially contributed to projects such as OpenTelemetry and eBPF.

Splunk

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