crowdstrike
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The Firm That Turned $26 Million Into a Billion, One Concentrated Bet at a Time
It runs a small firm out of Santa Monica, writes a handful of checks a year, and once turned a $26.5 million CrowdStrike stake into a billion-dollar return. Here is how March Capital plays venture capital like a concentration bet.
The Marketer Who Taught CrowdStrike to Say Three Words
She joined a cybersecurity startup nobody had heard of, gave it three words to stand on, and helped carry it to one of the biggest IPOs the industry has seen. Two decades in, Johanna Flower still believes the brand is the long game.
SOC 2 Is a $23 Billion Business Now
SOC 2 used to be a dull audit checkbox. Now it anchors a governance, risk and compliance software market worth roughly $23 billion in 2026. A cohort of startups - Vanta, Drata, Secureframe, Sprinto, Orbiq - turned a painful PDF ritual into recurring revenue, while incumbents like AuditBoard and OneTrust and security giants like CrowdStrike circle the same prize: the business of proving you can be trusted.
Gene Frantz
Gene Frantz is a General Partner at CapitalG, Alphabet's independent growth equity fund, where he has been a founding partner since 2013. A specialist in cybersecurity and enterprise technology, he backed CrowdStrike, Zscaler, and Freshworks before their IPOs - investments that collectively reached more than $125 billion in value. Before CapitalG, he spent 13 years at TPG Capital leading technology and telecom investments, and previously worked at Oracle's venture capital group and Morgan Stanley.
Marcus Bartram
Marcus Bartram is General Partner at Titanium Ventures (formerly Telstra Ventures), a $1B+ AUM San Francisco-based venture firm where he has led or co-invested in 25+ companies including CrowdStrike, Auth0, and Cohere. A founding team member with roots in Australian telecoms and managed security services, Marcus brings engineering credentials from the University of Adelaide and an Oxford MBA to a cybersecurity-first investment thesis sharpened over 15+ years in Silicon Valley. Titanium Ventures' proprietary Revenue Acceleration Platform has generated over A$1 billion in revenue for portfolio companies — a data-driven edge that sets it apart from conventional VC.