Narayan Chowdhury

And so we had built a list of...

These companies that were just tracking at an incredible rate.

And this is, you know, a while ago, you know, Wiz and Abnormal Security and Cribble and a bunch of others, Huntress and blah, blah, blah.

And then it's easy enough.

I mean, the access to data now and through our network, you start having these conversations.

Well, tell me more.

Tell me about these other companies.

How competitive is this space?

Who's doing this?

And we kept hearing this entity called Falcon Fund, either through data analysis or...

people flow that was showing up in these companies.

So I said, well, what's Falcon Fund?

So again, more back channel investigation.

Falcon Fund is the captive fund inside CrowdStrike.

Okay, that's interesting.

I kind of loved immediately that it wasn't on offer, but there's people obviously behind that.

And through some other relationships, we got to know who those people were and then sort of said, let's just keep an eye on the progress of those people.

And so much, I think VCs do the same thing.

They plant a flag on a person or an idea and like, all right, I'm going to track that.

And this is this is that's so much of the business is you start with a germ and then you track that over over a period of time.