Lacoon Check Point Software

lacoonsecurity.com

-8%

est. 2Y upside i

CybersecuritySeries A

Rank

#2490

Sector

Cybersecurity

Est. Liquidity

~4Y

Data Quality

Data: Low

High uncertainty due to missing financials and stale valuation.

Last updated: July 3, 2026

Bull (10%)+233%

Achieves an exit similar to prior acquisition at $100M, though competitive pressure and lack of revenue data make this unlikely. Requires dominant mobile security position.

Base (55%)+67%

Gradual growth to $50M exit, but high incumbent competition and no revenue visibility cap upside. Dilution reduces net gain.

Bear (35%)-100%

Fails to raise or compete; exit below $10.5M liquidation preference, common stock wiped out. High probability given no recent funding and dominance of incumbents.

Est. time to liquidity~4.0 years

Preference Stack Risk

severe

Funding Intensity

3500%

Total funding of $10.5M represents 35% of the $30M valuation, placing common stock at high risk in downside scenarios.

Dilution Risk

high

No new funding in 13 years; a future raise would likely dilute existing holders by 20% or more.

Secondary Liquidity

none

No secondary market exists; equity is illiquid until an exit event.

Questions to Ask at the Interview

Strategic questions based on Lacoon Check Point Software's data — designed to show you've done your homework.

  • 1

    How does the company's mobile security differentiate from Check Point's own offerings?

  • 2

    What is the current ARR and growth trajectory?

  • 3

    Given the 2015 acquisition, are equity grants in the parent or subsidiary, and what is the liquidity path?

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.