Morgan Gerlak

Partner at TCV

📍 San Francisco, California, United States🔄 Updated September 2026💼 18 investments📅 8 years investing🗓 Last invested Jan 2026
VC🌍 United States
18
Total investments
6
Early stage
6
Mid stage
2
Late stage
8y
Years active

Portfolio

18 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Investor
2026
Onyx Security accelerates enterprise AI adoption, securely. The company’s secure AI control plane offers a single platform to serve security, governance, and infrastructure teams as they oversee how AI agents are used, ensure they are secure and compliant, and measure their effectiveness. Powered by its proprietary models and agentic technology, Onyx is already trusted by leading Fortune 500 companies. To maximize the value from AI and minimize the risks, visit onyx.security.
Investor
2026
Fireworks is the fastest way to build, tune, and scale AI on open models. Ship production-ready AI in seconds on our globally distributed cloud infrastructure, optimized for your use case. Fireworks powers production workloads at companies like Uber, Doordash, Notion, and Cursor—delivering 15× faster speed, 4× lower latency, and 4× more concurrency than closed models.
Investor & Board
2026
Actively transforms revenue teams from human-led execution to Intelligence-Led Revenue — a new way of running revenue where AI agents do the work humans cannot sustain at scale. Its platform deploys one dedicated agent per account, working 24/7 in the background to research, identify opportunities, and advance next steps without being asked. Founded by former Stanford AI researchers, Actively is backed by top investors, including TCV, First Harmonic, and Bain Capital Ventures. To learn more, visit https://www.actively.ai/.
Series B Investor
2025
Squint is a Manufacturing Intelligence Platform that the worlds leading manufacturers use to capture expert knowledge, unlock operator performance, and analyze production insights. Operators love Squint because it uniquely combines spatial computing, LLMs, and human expertise into a magical experience. Our story starts with manufacturing, a $7T industry that is the foundation of the world as we know it. Faced with a generational inflection point, the industry is in need of a new wave of technology that bridges the knowledge gap between the retiring and incoming workforce. Squint’s mission is to accelerate human potential by bringing digital knowledge into the real world.
Series B Investor & Board
2025
Cloudsmith is a fully managed solution for controlling, securing, and distributing everything that flows through your software supply chain, using the best of cloud-native artifact management. Operate at enterprise scale, reduce risk, and streamline builds. Cloudsmith just works, so your developers can, too.
Series B Investor & Board Observer
2025
Dentistry is changing, and Archy is leading the way. Built as an all-in-one platform that works like a teammate, Archy solves one of the biggest problems facing the industry today: the staffing shortage. Instead of relying on costly add-ons and outdated systems, Archy gives practices a powerful, unified platform that streamlines operations and amplifies team impact. We’re not just modernizing practice management, we’re redefining how dental practices are designed, built, and operated.
Series A Investor
2024
Upwind Cloud Security Platform bridges intelligence from runtime to build-time, eliminating friction & boosting the productivity of your developers, security engineers, and DevOps. Upwind delivers comprehensive cloud security, precisely when and where it’s most critical.
Series A Investor
2024
Meet Albert, the partner for the scientist of the future. Enterprises partner with Albert to reimagine how they invent. From digitalizing R&D and managing change at scale, to unlocking entirely new business models with AI, chemical and materials science leaders rely on Albert to achieve digital transformation — and ensure it delivers lasting value. Every day, scientists in 30+ countries use Albert to accelerate R&D with AI trained like a chemist, bringing better products to market, faster. Your science moves the world forward. We move everything else out of your way.
Series B Investor
2024
Elisity is a leap forward in network segmentation architecture and is leading the enterprise effort to achieve Zero Trust maturity, proactively prevent security risks, and reduce network complexity. Designed to be implemented in days, without downtime, upon implementation the platform rapidly discovers every device on an enterprise network and correlates comprehensive device insights into the Elisity IdentityGraph™. This empowers teams with the context needed to automate classification and apply dynamic security policies to any device wherever and whenever it appears on the network. These granular, identity-based microsegmentation security policies are managed in the cloud and enforced using your existing network switching infrastructure in real-time, even on ephemeral IT/IoT/OT devices. Founded in 2019, Elisity has a global employee footprint and a growing number of customers in the Fortune 500.
Series A Investor & Board
2024
Nagomi Security gives enterprise security teams the control to eliminate exposure, faster and at scale. As the execution layer of Continuous Threat Exposure Management (CTEM), Nagomi unifies asset visibility, contextual prioritization, remediation guidance, and performance reporting in a single platform. At its core is Exposure Lens, the only engine that correlates assets, controls, vulnerabilities, and threats to show risk in context across subsidiaries and business units. By validating defenses and directing fixes to the right owners, Nagomi ensures issues are resolved instead of tracked, closing exposures faster, strengthening defenses continuously, and delivering measurable progress for both security and business leaders. Recognized by Gartner® as a Cool Vendor, Nagomi is a pioneer in Automated Security Control Assessment (ASCA), helping organizations operationalize exposure management and drive down risk with the tools they already own.
Series A Investor & Board
2023
Avalor, now part of Zscaler, has deep roots in data. Our technical team has built multiple platforms to ingest, deduplicate, correlate, and enrich data across hundreds of sources. We applied this expertise to the security world, building the industrys first Data Fabric for Security. This platform helps companies aggregate and correlate findings and context across their full range of security and business tools to better understand and manage risk. The data model at the heart of our Data Fabric is both opinionated and flexible – opinionated to support security use cases but flexible so it can accommodate any data type, risk factors, metrics, or workflows the business needs. Our Unified Vulnerability Management module taps into that Data Fabric to provide immediate insights and workflows to reduce risk. UVM takes in both traditional vulnerability and exploitability data sources as well as contextual data spanning identity, cloud, asset, user behavior, mitigating controls, and other business context. UVM then correlates that data to provide a contextual risk score, which companies can further customize. UVM also automates sending priority action items with workflows tailored to the company’s structure and processes so teams can reduce the risk posture. With our Data Fabric and UVM application, security leaders can finally get value out of all their security tools and meaningfully reduce business risk.
Series A Investor
2022
Legit Security is the AppSec platform purpose-built to secure AI-powered development. Legit VibeGuard provides complete visibility and security for AI code and development processes. Legit ASPM extends that protection across your entire SDLC – unifying AppSec testing, secrets prevention, software supply chain security and vulnerability management in a unified control plane.
Series B Investor & Board
2022
Ship Agents that Work. Arize AI & Agent Engineering Platform. One place for development, observability, and evaluation.
Board Advisor & Series B Investor
2021
Noname Security is the only company taking a complete, proactive approach to API Security. Noname works with 20% of the Fortune 500 and covers the entire API security scope across three pillars — Posture Management, Runtime Security, and API Security Testing. Noname Security is backed by leading venture capital firms, including Lightspeed, Georgian, The Syndicate Group (TSG), Forgepoint, Next47, Insight Partners, and Cyberstarts, and has raised $220M, achieving "unicorn" status only one year out of stealth. Noname Security is privately held, remote-first with headquarters in San Jose.
Investor
Jun 2020
Imperva is a cybersecurity leader with a mission to protect data and all paths to it. We protect the data of over 6,000 global customers from cyber attacks through all stages of their digital transformation. Our products are informed by the Imperva Research Lab, a global threat intelligence community, that feeds the latest security and compliance expertise into our solutions.
Show all 18 investments ↓
Experience · 21 entries
All (21)
Investments (18)
Board (1)
2026
Investor
2026
Onyx Security accelerates enterprise AI adoption, securely. The company’s secure AI control plane offers a single platform to serve security, governance, and infrastructure teams as they oversee how AI agents are used, ensure they are secure and compliant, and measure their effectiveness. Powered by its proprietary models and agentic technology, Onyx is already trusted by leading Fortune 500 companies. To maximize the value from AI and minimize the risks, visit onyx.security.
Investor
2026
Fireworks is the fastest way to build, tune, and scale AI on open models. Ship production-ready AI in seconds on our globally distributed cloud infrastructure, optimized for your use case. Fireworks powers production workloads at companies like Uber, Doordash, Notion, and Cursor—delivering 15× faster speed, 4× lower latency, and 4× more concurrency than closed models.
Investor & Board
2026
Actively transforms revenue teams from human-led execution to Intelligence-Led Revenue — a new way of running revenue where AI agents do the work humans cannot sustain at scale. Its platform deploys one dedicated agent per account, working 24/7 in the background to research, identify opportunities, and advance next steps without being asked. Founded by former Stanford AI researchers, Actively is backed by top investors, including TCV, First Harmonic, and Bain Capital Ventures. To learn more, visit https://www.actively.ai/.
2025
Series B Investor
2025
Squint is a Manufacturing Intelligence Platform that the worlds leading manufacturers use to capture expert knowledge, unlock operator performance, and analyze production insights. Operators love Squint because it uniquely combines spatial computing, LLMs, and human expertise into a magical experience. Our story starts with manufacturing, a $7T industry that is the foundation of the world as we know it. Faced with a generational inflection point, the industry is in need of a new wave of technology that bridges the knowledge gap between the retiring and incoming workforce. Squint’s mission is to accelerate human potential by bringing digital knowledge into the real world.
Series B Investor & Board
2025
Cloudsmith is a fully managed solution for controlling, securing, and distributing everything that flows through your software supply chain, using the best of cloud-native artifact management. Operate at enterprise scale, reduce risk, and streamline builds. Cloudsmith just works, so your developers can, too.
Show all 21 entries ↓
Investment activity
2018–2026 · 18 investments
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