+39%

est. 2Y upside i

CybersecuritySeries D+

Rank

#1674

Sector

Cybersecurity

Est. Liquidity

~3Y

Data Quality

Data: Medium

Moderate upside potential of ~38.5% over 2 years based on an estimated $212M entry valuation (4x revenue).

Last updated: July 3, 2026

Bull (15%)+100%

Bull case: Exit multiple expands to 7.0x on a possible IPO window or category leadership, yielding a $441M exit. Capped at +100% per late-stage constraints.

Base (55%)+49%

Base case: Exit multiple converges to 5.0x, in line with mature cybersecurity peers, yielding a $315M exit (48.6% upside).

Bear (30%)-11%

Bear case: Multiple compresses to 3.0x due to strong competition from Apple and incumbents, yielding a $189M exit (-10.8% upside). Preference overhang negligible.

Est. time to liquidity~3.0 years

Preference Stack Risk

low

Funding Intensity

217%

Total funding of $4.6M represents only 2.2% of entry valuation, so preferred overhang is negligible.

Dilution Risk

low

Company is profitable and cash-flow positive, unlikely to raise additional capital within 24 months.

Secondary Liquidity

none

No secondary market activity or implied valuation available; liquidity expected only via M&A or IPO.

Other 2 roles

View all 2 open roles at Intego

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    How does Intego differentiate from Apple's native security features?

  • 2

    What is the revenue growth trajectory and key growth drivers?

  • 3

    What is the relationship with parent company Kape and how does it affect equity liquidity?

Community

Valuation Sentiment

Our model estimates +39% upside. What do you think?

Anonymous. Do not share material non-public information.


Community Discussion

Comments are reviewed before they appear publicly.

0/2000

Loading comments...

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