NightDragon
Venture capitalActively deployingSan Francisco · Growth · 18 people tracked
Also known as NIGHTDRAGON MANAGEMENT COMPANY, LLC
Investment thesis
NightDragon focuses on the SecureTech sector, seeking out companies solving real-world challenges across defense, quantum computing, autonomous and dual-use systems, cybersecurity, artificial intelligence, and national security. The firm both invests in and advises leading, mission-driven companies, and supports them through its NightScale platform, which drives value and growth in areas such as talent, go-to-market, marketing, and government services. Portfolio companies gain access to a community of top industry advisors, partners, and leaders drawn from ex-government backgrounds, Fortune 100 companies, and strategic go-to-market partners. The firm applies decades of strategic operating experience to help companies scale.
Source: firm website, verified Aug 3, 2026.
Team · 18 people
from the firm's website & public directoriesWhat they invest in
from 11 of 22 portfolio companiesEnterprise Software ×7AI & Machine Learning ×6Data & Infrastructure ×4Cybersecurity ×2Defense Tech ×2Developer Tools ×2Hardware ×2Robotics ×2
HQs:United States×13
Investments · 22 tracked
founders shown can be your intro pathHerndon, US
Simon Mark Davidson(Director)John Sheldon Serafini(Executive Officer, Director)Arthur Lewis Money(Director)David Farnsworth(Director)Jaye Alison Alfers(Executive Officer)Mark Spoto(Director)
Board seatDavid G. DeWalt· per SEC Form D
Charlottesville, US
CHARLES CULLEN(Director)SHAHIR KASSAM-ADAMS(Director)BRIAN CARNEY(Director)OTAVIO FREIRE(Executive Officer, Director)JAMES P ZUFFOLETTI(Executive Officer, Director)
Board seatMorgan KyaukDavid Dewalt· per SEC Form D · $27.1M raise · filed Dec 2020
Palo Alto, US
Payam Banazadeh(Executive Officer, Director)William Woods(Director)Chris Boshuizen(Director)Nabeel Hyatt(Director)
Applies real-time AI and public data to generate actionable alerts for corporations, newsrooms, and NGOs.
Horizon3.ai builds cybersecurity products and solutions.
AI & Machine LearningCybersecurityEnterprise SoftwareSan Francisco, US
Snehal AntaniMatthew HartleyinIlya Kirnos(Director)Lila Tretikov(Director)Michael Robinson(Director)Nicholas Warner(Director)
Immuta provides data access and governance solutions that enable safe, instant provisioning of data at scale for humans and AI systems.
Data & InfrastructureEnterprise SoftwareAnnapolis, US
Sapan Shah(Director)Steven Touw(Director)Matthew Carroll(Executive Officer, Director)inMichael Schiller(Executive Officer, Director)
Interos.ai provides supply chain risk management software that monitors financial, compliance, environmental, cybersecurity, and geopolitical risks across supplier networks using its i-Score metric.
Data & InfrastructureEnterprise SoftwareLogistics & Supply ChainArlington, US
Jennifer Bisceglie(Director)Ted Krantz(Executive Officer, Director)
BoardFrank Verdecanna(Director)Phil Venables(Director)Nick Beim(Director)David DeWalt(Director)
Mezmo provides an intelligence layer for production AI that enables platform engineering and SRE teams to deploy reliable AI-powered workflows in production.
AI & Machine LearningData & InfrastructureDeveloper ToolsEnterprise SoftwareSaaSMiami, US
Lee Liu(Founder)inChris Nguyen(Founder)inTucker Callaway(Chief Executive Officer)in
Onapsis provides cybersecurity solutions focused on protecting enterprise applications, particularly SAP and Oracle systems, across cloud, on-premises, and hybrid environments.
CybersecurityEnterprise SoftwareSaaSBoston, US
Mariano Nunez(Chief Executive Officer)Sadik Al-Abdulla(Chief Product Officer)Denis Cashman(Chief Financial Officer)Debi Dowling(Chief Marketing Officer | Chief of Staff)Paul Kleinschnitz(Chief Revenue Officer)Juan Pablo Perez-Etchegoyen(Chief Technology Officer)
Premise provides data-driven market intelligence and geospatial insights by combining machine learning with human intelligence from a global network of contributors.
AI & Machine LearningData & InfrastructureSan Francisco, US
Joseph Reisinger(Director)David Soloff(Executive Officer, Director)Lawrence Summers(Director)Chamath Palihapitiya(Director)Karim Faris(Director)
RapidSOS operates a safety network that connects public safety agencies, enterprises, and consumer/corporate devices to provide critical context and pre-arrival intelligence to emergency responders and 911 dispatchers.
AI & Machine LearningEnterprise SoftwareGovTechNew York, US
Nicholas Horelik(Executive Officer)Dan Nova(Director)Matthew Bozik(Director)Michael Martin(Executive Officer, Director)
Physical security company pioneering cloud-managed enterprise security cameras.
Saronic builds autonomous surface vessels — including the 180-foot, long-range Marauder — along with Echelon, a command-and-control software layer for planning, simulating and operating single vessels or fleets.
AI & Machine LearningDefense TechHardwareRoboticsAustin, US
Dino Mavrookas(Co-Founder and CEO)inRob Lehman(Co-Founder and Chief Commercial Officer)inVibhav Altekar(Co-Founder and CTO)inDoug Lambert(Co-Founder and COO)inPatrick DePriest(Chief Financial Officer)Soo Cho(Chief People Officer)
Starfish Space develops autonomous satellite servicing technology and infrastructure to enable affordable and available satellite maintenance in orbit.
Deep TechHardwareSpace TechTukwila, US
Trevor Bennett(Co-founder)Austin Link(Co-founder)
BoardMorgan Beller(Director)Peter Ortez(Director)Letitia Long(Director)
Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.
Public market activity · per SEC filings
what is this? ⓘ2 insider ownership filings (Forms 3/4/5)
at HawkEye 360, Inc. (HAWK)
From the firm's own SEC EDGAR filings — stakes and insider roles in public companies, typically portfolio companies after an IPO. Not a portfolio list published by the firm.
Frequently asked questions
- What stage does NightDragon invest at?
- NightDragon invests at the Growth stage.
- What sectors does NightDragon focus on?
- NightDragon focuses on AI & Machine Learning, Cybersecurity, Defense Tech, Quantum Computing.
- Where is NightDragon located?
- NightDragon is headquartered in San Francisco, US.
Media · Podcasts & interviews
featuring the teamNightDragon CEO Dave DeWalt on keeping the world safe
Cohesity · Dave DeWalt
Dave DeWalt, founder and CEO of NightDragon, on how to get a board to buy in on cybersecurity
CyberScoop · Dave DeWalt
NightDragon, CEO, Dave DeWalt
New York Stock Exchange · Dave DeWalt
Dave DeWalt, NightDragon | theCUBE + NYSE: Mixture of Experts
SiliconANGLE theCUBE · Dave DeWalt
Dave DeWalt, CEO of NightDragon Joins NYSE TV
New York Stock Exchange · Dave DeWalt
Dave DeWalt, Founder + Managing Director of NightDragon at RSAC
New York Stock Exchange · Dave DeWalt
Images
Co-investors · 6
DCVC (Data Collective) is a venture capital firm that backs founders building companies which apply technology to major challenges across areas such as energy, biotech, agriculture, and machine learning.
Cota Capital is an investment firm focused on founders building net-new enterprise technology, combining capital with operational expertise, industry insight, competitive intelligence, and a broad network.
ForgePoint Capital is a thesis-driven venture firm investing in early-stage companies in cybersecurity, AI, and infrastructure software.
Cambridge Innovation Capital (CIC) is a UK-based venture capital firm backing entrepreneurs in life sciences and deep tech, leveraging its position in the Cambridge science and technology ecosystem.
BGF provides minority growth capital and support to entrepreneurial small and medium-sized businesses across the UK and Ireland, from university spinouts to established brands.
Vendep Capital is an early-stage venture capital firm that backs AI-native B2B software founders across the Nordics and Baltics, offering capital, operator expertise, and follow-on support.
Firms observed investing alongside NightDragon, from public investor directories. Shared companies are the overlap with NightDragon's recorded portfolio.
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