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  • ๐Ÿš€ How Coro Invented a Product Category No One Else Had: The Modular Cybersecurity Revolution

๐Ÿš€ How Coro Invented a Product Category No One Else Had: The Modular Cybersecurity Revolution

The curse of intelligence: analyzing every scenario until the opportunity disappears.

The TL;DR: While everyone built point solutions, Coro created the world's FIRST modular cybersecurity platform - 14 integrated modules, one dashboard, one agent. Result? $100M ARR and industry disruption.

Guy Moskowitz was exhausted. As a serial entrepreneur in cybersecurity, he'd watched countless mid-market companies get crushed by cyberattacks - not because they didn't want protection, but because existing solutions were built for either massive enterprises or tiny startups. Nothing fit the companies stuck in between. "Every business deserves access to enterprise-grade security," Moskowitz realized, "but the midmarket needs a solution tailored to their limited resources." That frustration sparked an obsession that would change an entire industry. While competitors fought over incremental improvements in crowded markets, Moskowitz and his team asked a revolutionary question: "What if cybersecurity worked like building blocks instead of separate tools?" They'd seen too many companies drowning under 15-25 different security tools, each demanding its own training, interface, and management complexity. IT teams were overwhelmed, security gaps were inevitable, and companies paid $49-115 per user monthly just to create more problems. Moskowitz's breakthrough wasn't technical - it was philosophical. Instead of building another point solution, Coro invented the world's first modular cybersecurity platform. Fourteen integrated security modules that snap together like Lego blocks, managed through a single dashboard with one endpoint agent and shared AI intelligence. The personal mission became a business revolution. Mid-market companies could finally access enterprise-grade protection at SMB prices - just $18 monthly for all 14 modules versus $100+ for traditional stacks. Channel partners could profitably sell sophisticated security to smaller clients for the first time. The result vindicated Moskowitz's vision: 300% year-over-year growth for five consecutive years, $100M ARR, and 96% customer retention - the highest in cybersecurity. By solving his own frustration with an industry that ignored the middle market, Moskowitz didn't just build a successful company - he created an entirely new category that competitors are now racing to copy.

๐Ÿ’ก The Problem Everyone Ignored:

  • Mid-market companies juggled 15-25 separate security tools

  • Each tool required different training, interfaces, and agents

  • Security gaps created by disconnected point solutions

  • Total costs of $49-115 per user/month made enterprise security unaffordable

  • IT teams overwhelmed by complexity and operational workload

๐Ÿ› ๏ธ The Innovation No One Else Built:

World's first truly modular cybersecurity platform โ†’ 14 integrated modules (EDR, SASE, email security, etc.) โ†’ Single pane of glass management โ†’ One endpoint agent โ†’ One AI-driven data engine โ†’ Modules talk to each other and share intelligence

๐Ÿ”„ The "Aha!" Moment:

Instead of building another point solution, Coro asked: "What if cybersecurity worked like building blocks?" โ†’ Created modules that snap together seamlessly โ†’ Companies buy only what they need, activate more as they grow โ†’ Revolutionary pricing: $4/module or $18 for all 14 vs $49-115 for competitors

๐Ÿ“ˆ The Category Creation Strategy:

  • Blue Ocean Approach: Built something completely new instead of competing in existing markets

  • Modular Architecture: Click to activate/deactivate any security module instantly

  • Unified Intelligence: All modules feed into shared data engine for superior threat detection

  • Channel-First GTM: Partners could finally offer enterprise-grade security to SMBs profitably

  • Cost Revolution: Less than 1/3 the price of comparable point solutions

๐Ÿ’ฐ The Results of Building What No One Else Had:

$1M ARR (2020) โ†’ $100M ARR (2024) with 300% YoY growth for 5 straight years โ†’ 96% customer retention (highest in industry) โ†’ Deloitte Fast 500 recognition โ†’ $255M raised in 24 months

๐Ÿ’ช Why Modular Wins:

  • No Integration Headaches: Modules built to work together from day one

  • Eliminates Security Gaps: Shared intelligence prevents blind spots

  • Simplified Management: One dashboard, one agent, one data engine

  • Automatic Threat Remediation: 95% of threats resolved without human intervention

  • Enterprise Features at SMB Prices: Military-grade protection accessible to all

๐Ÿค– Technical Breakthrough:

  • Single endpoint agent manages all 14 security functions

  • AI-driven adaptive techniques learn each business's unique behavior patterns

  • Modules automatically identify and remediate threats collaboratively

  • Zero-trust network access, next-gen firewall, DNS filtering all in one platform

  • Cloud-native architecture designed for distributed workforces

๐Ÿ”ฎ The Category They Created:

Coro didn't just build a better cybersecurity tool - they invented modular cybersecurity โ†’ Now every competitor is scrambling to copy the approach โ†’ First-mover advantage in a category they defined โ†’ Patents and technical expertise create defensive moats

๐Ÿ”‘ The Blueprint for Category Creation:

"Don't build a better mousetrap - build a completely different way to catch mice. Identify what everyone assumes is 'just how things work' and prove there's a revolutionary alternative."

๐Ÿ‘‡ Your Turn:

Are you still managing multiple cybersecurity tools with different dashboards? Could a truly unified, modular approach transform your security operations?

Try Coro's Modular Platform: https://www.coro.net

The "Desert Island" Approach ๐Ÿ๏ธ to investing

If you were stranded on a desert island with only...

  • 1 stock pick: NVDA (because rockets need fuel ๐Ÿš€)

  • 3 stock picks: NVDA, COST, AVGO (the holy trinity of growth)

  • 5 stock picks: NVDA, COST, AVGO, META, LLY (diversification is survival)

Not investment advice - just our current obsessions -

Here is how this strategy seems to do - when backtested for the past 20 years -

2719% overall returns

Average annual return of 18.68%

Max drawdown of 45.9% (2008-2009 timeframe)

โ€œSome decisions are consequential and irreversible or nearly irreversible โ€“ one-way doors โ€“ and these decisions must be made methodically, carefully, slowly, with great deliberation and consultation. If you walk through and donโ€™t like what you see on the other side, you canโ€™t get back to where you were before. We can call these Type 1 decisions. But most decisions arenโ€™t like that โ€“ they are changeable, reversible โ€“ theyโ€™re two-way doors. If youโ€™ve made a suboptimal Type 2 decision, you donโ€™t have to live with the consequences for that long. You can reopen the door and go back through. Type 2 decisions can and should be made quickly by high-judgment individuals or small groups.

As organizations get larger, there seems to be a tendency to use the heavy-weight Type 1 decision-making process on most decisions, including many Type 2 decisions. The end result of this is slowness, unthoughtful risk aversion, failure to experiment sufficiently, and consequently diminished invention. Weโ€™ll have to figure out how to fight that tendency.โ€

Source: Amazon Shareholder Letter, 2015

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