Oasis Security

oasis.security →

-46%

est. 2Y upside i

CybersecuritySeries A

Oasis Security is the first enterprise platform for non-human identity management.

Rank

#337

Sector

Cybersecurity

Est. Liquidity

~6Y

Data Quality

Data: Medium

Oasis Security operates in a high-growth, critical cybersecurity niche with a strong competitive moat and significant market tailwinds, particularly in AI agent security.

Last updated: March 10, 2026

Bull (35%)+400%

Oasis Security establishes itself as the undisputed leader in non-human identity and AI agent security, leveraging its first-mover advantage and advanced AI analytics to capture significant market share in the rapidly expanding $7.8B AI agent security market (projected 44% CAGR). Strategic partnerships and continued innovation drive revenue to $200M+ by 2028, justifying a $375M+ valuation (5x current) at acquisition or IPO.

Base (20%)+100%

Oasis Security maintains its strong position in the non-human identity and AI agent security niche, growing steadily with the market. While facing increased competition from incumbents, its specialized platform secures a solid customer base. Revenue reaches $100M by 2028, leading to an acquisition at a $150M valuation (2x current). After accounting for liquidation preferences, common shareholders see a moderate return.

Bear (45%)-70%

Dominant cybersecurity incumbents (e.g., CyberArk, Microsoft) quickly integrate non-human identity and AI agent security features into their broader platforms, commoditizing Oasis Security's offerings. Growth stalls, and the company struggles to differentiate, leading to a down round or a distressed acquisition below $75M. Given the $75M liquidation preference, common stock becomes effectively worthless for employees.

Est. time to liquidity~6.0 years

Preference Stack Risk

severe

Funding Intensity

100%

Investors hold $75M in liquidation preferences. For common stock holders to receive any return, the company's exit valuation must exceed $75M.

Dilution Risk

high

As a Series A company, Oasis Security will likely require multiple additional funding rounds, leading to further dilution of existing equity holders.

Secondary Liquidity

none

Given its early stage (Series A), there is currently no active secondary market or tender offers for Oasis Security's equity.

View all 9 open roles at Oasis Security →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “Given the rapid evolution of AI agent security, how is Oasis Security planning to maintain its first-mover advantage and strong competitive moat against potential offerings from larger, established cybersecurity players like CyberArk or Microsoft?”

  • 2

    “With the non-human identity and AI agent security markets experiencing explosive growth, what are the key milestones and metrics the company is focused on to achieve its revenue targets and scale effectively over the next 2-3 years?”

  • 3

    “Considering the significant amount of capital raised relative to the current valuation, how does the company envision a liquidity event playing out for common stock holders, and what is the anticipated timeline for such an event?”

Community

Valuation Sentiment

Our model estimates -46% 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.