Daylight Security

-30%

est. 2Y upside i

CybersecuritySeries A

Daylight Security is the leading provider of Managed Agentic Security Services, offering tailored MDR solutions that are delivered by Agentic AI and backed by elite human experts. Built for the realities of modern environments, Daylight delivers fast, precise, and context-aware threat detection, investigation, and response that scales with your needs.

Rank

#2938

Sector

Cybersecurity

Est. Liquidity

~5Y

Data Quality

Data: Low

Extreme data gaps prevent reliable upside estimation.

Last updated: July 19, 2026

Bull (15%)+5%

Exit multiple holds near 15x (comp high) driven by AI MDR category leadership and IPO window; projected revenue $6.6M yields exit value $99M, upside -1% pre-dilution.

Base (50%)-30%

Multiple converges to 10x, exit value $66M; bearing dilution, common equity loses ~34% vs entry $100M valuation.

Bear (35%)-85%

Multiple compresses to 5x, exit value $33M; preference stack absorbs $40M, common recovers near -100%.

Est. time to liquidity~5.0 years

Preference Stack Risk

severe

Funding Intensity

4000%

Total funding $40M vs estimated valuation $100M = 40% overhang, common equity junior to senior liquidation preference.

Dilution Risk

low

Recent $33M raise in Nov 2025 suggests no near-term funding; but future option pool grants may dilute 5-10%.

Secondary Liquidity

none

No secondary market or tender offers reported; liquidity unlikely before acquisition or IPO (5+ years).

Questions to Ask at the Interview

Strategic questions based on Daylight Security's data — designed to show you've done your homework.

1
“What is the current ARR and growth rate? What is the unit economics (CAC, LTV)?”
2
“How do you measure the impact of AI agents on response time vs traditional MDR?”
3
“What is the current 409A valuation and expected liquidity timeline? Is there secondary market activity?”

Community

Valuation Sentiment

Our model estimates -30% upside. What do you think?

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.