Intego
+19%
est. 2Y upside i
Rank
#3053
Sector
Cybersecurity
Est. Liquidity
~3Y
Data Quality
Data: MediumThe equity opportunity at Intego is risky due to its status as an acquired subsidiary of Kape Technologies, with the offered equity based on its 2018 acquisition price of $16M.
Last updated: March 10, 2026
Intego's specialized Mac and iOS endpoint security products achieve significant market share growth under Kape Technologies' aggressive marketing and investment, potentially expanding into new niches. Kape might consider divesting Intego for a substantial profit, leading to a valuation of approximately $48M, a 3x increase from the current baseline.
Intego continues as a stable, profitable niche player within Kape's portfolio, maintaining its market position and contributing steadily to Kape's overall revenue. Its endpoint security growth continues at a moderate pace, leading to an internal valuation of around $24M, a 50% increase from the current baseline.
Intense competition from major cybersecurity incumbents erodes Intego's market share, or Kape Technologies de-prioritizes Intego's development and marketing. Revenue growth stalls or declines, leading to a write-down of Intego's internal value to approximately $4.8M, wiping out a significant portion of common stock value.
Preference Stack Risk
severeFunding Intensity
29%Based on its pre-acquisition funding, Intego had $5M in total funding on a $16M valuation (acquisition price), implying investors held significant liquidation preferences (31.25%) that would have left little for common shareholders at the time of acquisition.
Dilution Risk
lowAs an acquired subsidiary, Intego is unlikely to undergo further independent funding rounds that would directly dilute employee equity. Any dilution would be at the parent company (Kape Technologies) level.
Secondary Liquidity
noneThere is no active secondary market for equity in Intego as an acquired subsidiary.
Questions to Ask at the Interview
Strategic questions based on Intego's data — designed to show you've done your homework.
- 1
“Given Intego's acquisition by Kape Technologies in 2018, how is the equity package structured, and what are the specific mechanisms for realizing value for Intego employees, beyond Kape's overall public market performance?”
- 2
“Kape's 2022 report indicated Intego's endpoint security products are a key growth driver. What are the specific product roadmap and market expansion strategies for Intego over the next 2-3 years to capitalize on this, especially against larger competitors like CrowdStrike?”
- 3
“With Intego operating as a subsidiary, how does Kape Technologies allocate resources (R&D, marketing, sales) to Intego, and what level of autonomy does the Intego team have in strategic decision-making?”
Community
Valuation Sentiment
Our model estimates +19% upside. What do you think?
Anonymous. Do not share material non-public information.
Community Discussion
Comments are reviewed before they appear publicly.
Loading comments...
Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.