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Ballistic Ventures

San Francisco, CABALLISTIC-VENTURES
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Dossier Summary

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Classification
Slugballistic-ventures
HQSan Francisco, CA
Stage FocusSeed to Series A cybersecurity companies, with occasional…
Intel StatusAccepting submissions
🔥 BERNIE'S HOT TAKE

Ballistic is what happens when enterprise software VCs get really serious about cybersecurity. They actually understand the technical nuances and aren't just riding the security hype wave. Their partners have real operational experience and can open doors at large enterprises. The downside? They're highly selective and move slowly on deals outside their core thesis. If you're building anything security-adjacent but not pure-play cybersecurity, they'll probably pass quickly.

KEY TAKEAWAYS
  • Best for: Pure-play cybersecurity startups targeting enterprise customers
  • Watch out for: Slow decision-making and narrow focus outside core security
  • Known for: Technical depth and strong enterprise customer connections
Investment Thesis

Cybersecurity-focused fund investing in early-stage companies building defensive technologies for enterprises. They focus on companies addressing critical security gaps in cloud infrastructure, data protection, and threat detection.

Stage & Sector Focus

Seed to Series A cybersecurity companies, with occasional B2B software plays that have security angles. Portfolio heavily skews toward enterprise security tools, identity management, and cloud security platforms.

Notable Portfolio
Abnormal SecurityAxoniusIslandLightspinMaterial SecurityTalon Cyber SecurityTorq
Key Partners
Erik Moore
Managing Partner

Former corporate development at VMware and enterprise software veteran. Known for deep technical diligence and helping portfolio companies navigate enterprise sales cycles.

Jai Das
Managing Partner

Previously at Sapphire Ventures where he led cybersecurity investments. Has a reputation for being hands-on with go-to-market strategy and connecting founders to enterprise customers.

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INVESTOR ACCESS PERMANENTLY DENIEDBERNBOOK // DOSSIER v1