Robust Intelligence
-50%
est. 2Y upside i
Rank
#3687
Sector
Cybersecurity
Est. Liquidity
~0Y
Data Quality
Data: MediumRobust Intelligence has been acquired by Cisco for $400M, so equity is now Cisco RSUs with immediate liquidity.
Last updated: July 3, 2026
Revenue grows 40% then 35% to $18.9M; AI security hype and Cisco integration sustain 35x multiple, yielding $661.5M exit value.
Revenue grows 30% then 25% to $16.25M; multiple converges to comp midpoint of 13x, yielding $211.25M exit value.
Revenue flattens at $10M due to incumbent competition; multiple compresses to 5x, yielding $50M exit value, well below current valuation.
Preference Stack Risk
moderateFunding Intensity
1100%Total preferred funding of $44M represents 11% of entry valuation; 1x non-participating preferred creates moderate overhang but well below bear-case exit.
Dilution Risk
lowAcquisition eliminates further fundraising; no expected dilution.
Secondary Liquidity
noneNo secondary market exists; acquisition provides the sole liquidity event.
Questions to Ask at the Interview
Strategic questions based on Robust Intelligence's data — designed to show you've done your homework.
- 1
“How will Cisco's AI Defense product integrate with existing security suites, and what is the go-to-market strategy?”
- 2
“What is the TAM for AI security, and how does Robust Intelligence's technology maintain its moat against cloud provider native solutions?”
- 3
“Given the acquisition, how does Cisco plan to retain key talent and what is the long-term equity incentive structure for former Robust employees?”
Community
Valuation Sentiment
Our model estimates -50% 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.