-8%

est. 2Y upside i

CybersecuritySeries A

Koi gives enterprises complete visibility and control over every piece of software - extensions, packages, apps, and AI models. By surfacing blind spots traditional tools miss, Koi helps security teams detect risks early, enforce policy, and protect endpoints without slowing innovation.

Rank

#2498

Sector

Cybersecurity

Est. Liquidity

~2Y

Data Quality

Data: Medium

Joining Koi post-acquisition means equity in Palo Alto Networks (PANW).

Last updated: July 21, 2026

Bull (15%)+30%

Acquisition synergies with Palo Alto Networks accelerate product adoption, driving PANW stock price appreciation of 30% over 2 years.

Base (60%)0%

Company integrates as expected; PANW stock performs in line with market, yielding no material gain on equity.

Bear (25%)-50%

Lawsuit over AI hallucinations damages reputation and integration; PANW stock declines 50% due to liability concerns.

Est. time to liquidity~2.0 years

Preference Stack Risk

moderate

Funding Intensity

12%

Total funding of $48M against $400M valuation gives a 12% preference overhang, which is moderate but now moot given acquisition.

Dilution Risk

low

No further dilution as company is acquired; equity is in Palo Alto Networks public shares.

Secondary Liquidity

active

After acquisition, employee equity converts to PANW stock, which is publicly traded and liquid.

Questions to Ask at the Interview

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

  • 1

    “How would you assess the integration plan for Koi's technology into Palo Alto Networks' platform?”

  • 2

    “What is your perspective on the lawsuit regarding AI hallucinations and its potential impact on customer trust and revenue?”

  • 3

    “How do you think the combined entity can differentiate in the agentic security market against incumbents?”

Community

Valuation Sentiment

Our model estimates -8% 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.