

The Mechanics of Security Investing | Zain Rizavi, CEO at Stealth, ex-VC
Cybersecurity Co-Founder and ex-Venture Capitalist Zain Rizavi breaks down what really happens behind closed doors in cybersecurity investing. From his unconventional journey from political science to backing the next generation of security companies, Zain reveals why most founders get product-market fit completely wrong and what it really takes to build a security company that VCs actually want to fund.
0:00 Introduction and Zain's journey from political science to tech VC
10:32 Zain Rizavi’s “Surfer Analogy" to decoding startup potential
14:50 Upcoming cybersecurity investment trends
20:56 The browser as the new endpoint & data leakage risks in the era of AI
27:08 Spotting poor Product-Market Fit (PMF)
31:47 Good vs. bad pivots
44:42 Advice for cybersecurity founders breaking into enterprise
48:45 Closing and Zain's favourite books
🔔 Follow Zain and Aleksandra on:
https://www.linkedin.com/in/zainrizavi/
https://www.linkedin.com/in/aleksandra-melnikova-1012/
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