Ray Rothrock: We woke up just a couple of years ago. When Target happened, there’s some bad software inside networks. How did it get there? We say, “I have firewalls. I have data leak protection. I have all these stuff.” It happens because of mobile. It happens because of email. It turns out that the
Sramana Mitra: Not at all. How long does it take to map a sizeable network like the kinds of numbers that you’re rolling out here? Ray Rothrock: If you’re a skilled engineer, it could take a couple of weeks to a couple of months. Cisco took a couple of weeks. Sramana Mitra: Is it a
Ray Rothrock: We have three factors that determine a number. The number is like a Personal Credit Score. It ranges from 350 to 850. We crunch those numbers with our proprietary algorithms, and we give you a metric on the piece of the network that you’re interested in. There are three things that go into that.
Sramana Mitra: So your investment thesis today, so to speak, is the timing? Ray Rothrock: Absolutely. It’s the same product we invented 10 years ago. We have 200 customers. We’ve had sales of about $110 million in the past 10 full years. It’s picking up because of the value that we bring. Sramana Mitra: Going
Ray Rothrock had a successful career in venture capital for 25 years, as a General Partner at Venrock. He was an active investor in Cyber Security. After retiring from Venture Capital, he now has taken the helm of ReedSeal, a 10-year old security company. This discussion focuses on network analytics within the Cyber Security space.