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Sourced Edition 6
Bi-Weekly Report of Data Driven Sourcing & Screening - Stealth Founders, Consumer Tech signals, Round Advantage, Crowdstrike
Gabriel Shin
July 24, 2024
dition
Welcome to Sourced, from your friends at Landscape 🏔️
As a reminder, Sourced is a data driven newsletter for early stage startup investors. All of the intelligence in this newsletter was gathered using our new platform for investors looking to become more data driven.
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🥷🏽 Fresh Stealth Founders
Landscape automatically monitors every founder entering stealth mode. There are currently 19.9k founders in stealth - are you tracking them?
Here are some interesting profiles we discovered recently 👇
 Stealth | Founder: Vardhan Kapoor Stealth as of July 2024 Geography: SF, USA Background: Big tech leader in unicorn companies such as the Head of APAC Region at Remitly and Head of Strategy at Deliveroo. |
Stealth | Founder: Joe Savidge Stealth July 2024 Geography: London, UK Background: 2x technical founder, big tech leader in unicorn companies - Data science product at Palantir Technologies and Head of product at Tilt |
 Stealth AI | Founder: Josh Sach Stealth Jule 2024 Geography: NY, US Background: Serial Founder, Big Tech Leader in unicorn companies - Head of Product for Lyft and Senior Product Manager at Microsoft. |
Stealth | Founder: Kateryna Levy Stealth July 2024 Geography: SF, US Background: Leader in tech company as Head of Partnerships at Atmo |
Stealth | Founder: Joachim Zentici Discovered July 2024 Geography: Paris, France Background: Big tech leader at unicorn company as Director of Technology at Dataiku |
🔍 Discover new Companies: Consumer Tech 🛍️
Here are some early stage Consumer Tech startups we’ve sourced recently 👇
Founder: Garrick Toubassi Geography: US Description: AI-Powered Travel Platform Founder Background: Technical Founder and Big tech leader at Google and sr. software engineer at Apple. |
Founder: Martin Gilliard Geography: USA Description: Retail reinvented by predictive analytics to improve store optimization. Founder Background: Industry leader having worked at Meta as Head of Meta Store - Reality Labs and senior vp at Barneys. |
Founder: Raechel Lambert Geography: USA Description: Decentralized community event platform that aims to connect fans and creators Founder Background: 2x founder and previously product marketing manager at Intercom. |
⏰ Timing Alpha
Timing is everything in venture! We started measuring the time difference between when companies publicly announce their funding round and when they’re discovered on Compass!
Here are some timing alpha of companies we’ve sourced recently 👇
Date Discovered: Dec. 12, 2023
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Date Discovered: Sept 8, 2023 |
Date Discovered: Aug. 10, 2023 |
⚔️ Market Mapping: Startups that may prevent another Crowdstrike-like outage
Windows users across the globe woke up on Friday to “blue screens of death” thanks to a faulty software update from CrowdStrike. The cybersecurity software installed in Windows computers caused outages around the world, bringing airlines, boats, hospitals, and banks to a complete shutdown.
Firstly, some suggest that a massive cybersecurity vendor with this level of impact should have deployed in a staged rollout. Additionally, the problem appeared to be caused by a faulty Windows kernel-level driver, which should have protections when granting this level of access and trust to a software vendor. You can have your main vendors, but you should have ancillary vendors as well.
Security software that operates outside the kernel and provides observability between cybersecurity, data, and cloud infrastructure could be a solution here to this problem!
We leveraged the market mapper tool to find companies offering observability software between cybersecurity, data and cloud infrastructure, and here’s what we found 👇
 StackState  InsightCat  Instana |  ServiceNow  OpenObserve  Sumo Logic |  KloudMate  Highlight  Middleware |
🌯 That’s a wrap!
That’s all for this week if you’d like us, if you’re interested in learning more about Landscape 🎁 Request a Free Trial.