Daylight Security

daylight.ai →

-76%

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

#2744

Sector

Cybersecurity

Est. Liquidity

~4Y

Data Quality

Data: Medium

Daylight Security operates in a rapidly growing and critical 'agentic AI in cybersecurity' market, backed by strong investors and showing early customer traction.

Last updated: March 10, 2026

Bull (15%)+300%

Daylight's proprietary agentic AI and human-led MASS platform gain significant traction, capturing substantial market share from legacy MDR providers. Strong execution and expansion into new modules (identity threat response, cloud workload protection) drive revenue growth well above expectations, leading to an acquisition by a major tech or cybersecurity firm at a $800M+ valuation, representing a 4x return on current equity.

Base (40%)+50%

Daylight continues to grow steadily, securing a solid position in the mid-market and expanding its customer base. While facing intense competition from incumbents, the company achieves moderate growth, leading to a Series B or C round that values the company at approximately $300M, providing a modest return for common shareholders.

Bear (45%)-75%

Dominant incumbents like CrowdStrike and Sophos successfully integrate advanced AI into their offerings, commoditizing Daylight's core services. Daylight struggles to differentiate and acquire new customers, leading to slower-than-expected growth and a down round or an acquisition at a distressed valuation of $50M, significantly eroding common stock value due to liquidation preferences.

Est. time to liquidity~4.0 years

Preference Stack Risk

high

Investors hold $40M in liquidation preferences. In an exit at or below the estimated $200M valuation, common stock holders would see significantly reduced returns or nothing until these preferences are paid.

Dilution Risk

high

As a Series A company, Daylight Security will likely undergo 1-2 more significant funding rounds (Series B, C) before a potential liquidity event, leading to substantial dilution for existing common shareholders.

Secondary Liquidity

none

No active secondary market or tender offers are expected for a company at this early Series A stage.

Questions to Ask at the Interview

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

  • 1

    “How does Daylight Security plan to differentiate its agentic AI capabilities and maintain a competitive edge against established players like CrowdStrike and Sophos, who are also rapidly integrating AI into their MDR/XDR platforms?”

  • 2

    “With the agentic AI cybersecurity market projected for significant growth, what are Daylight's specific revenue targets and customer acquisition strategies over the next 2-3 years to capture a meaningful share of the $3.0B SAM?”

  • 3

    “Given the Series A funding and the typical venture capital lifecycle, what is the company's anticipated timeline for future funding rounds and a potential liquidity event (e.g., acquisition or IPO), and how might that impact employee equity?”

Community

Valuation Sentiment

Our model estimates -76% 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.