Boundary raised $15 million in series B funding back in July. Read and I spoke about the funding a few weeks ago, but my travels delayed some of my analysis -- and educated guesses about where the company is heading next.
Earlier this year, Read told me he does not want to compete with traditional network monitoring solutions. When Boundary first approached him in mid-2011, the conversations involved a board seat. But the chatter ultimately shifted to the CEO opportunity. "I was looking for a disruptive opportunity in a large market; I wanted to define a whole new era of management and monitoring."
By the time Read joined Boundary in early 2012, the company was ramping up an early beta program. "Businesses were asking for a new class of applications -- the type that can deal with Big Data and apps that are constantly updated and improved. With the cloud, businesses are no longer waiting months and months for new apps to go into production."
Still, those rapid cloud application rollouts also involve risk. Instead of monitoring physical servers, Boundary saw the opportunity to monitor environments that are running noSQL, databases, Hadoop and other Big Data type environments.
So where does Boundary go from here? That's what I'm trying to figure out. Some chatter about the company has started to hit my inbox. More moves are coming -- perhaps involving service providers, ISVs and an ecosystem build-out. I don't have the details. Not yet. But I suspect they're coming.