
An electrical engineer became a category storyteller by keeping one habit intact: build the thing, learn the machinery, then explain why anyone should care.

The former CrowdStrike finance executive arrived at Aisera to mind the numbers. Three years later he was running the company - and steering it into an acquisition built around a plain question: can enterprise AI graduate from answering to doing?
A New York insurtech wrote a policy that pays out automatically when AWS, Azure or Google Cloud stops working. Then, on one July morning, CrowdStrike proved the whole thesis was worth billions.
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.

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 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 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 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.