+88%

est. 2Y upside i

CybersecuritySeries C

Zafran is a risk mitigation platform that defuses threat exploitation by mobilizing existing security tools.

Rank

#639

Sector

Cybersecurity

Est. Liquidity

~4Y

Data Quality

Data: Medium

Zafran offers high expected upside (88%) driven by exceptional growth, but faces critical incumbent threat and high valuation.

Last updated: July 3, 2026

Bull (10%)+200%

Zafran maintains growth momentum and captures market share despite incumbents, achieving 13.6x exit multiple as it approaches $1B+ revenue, delivering 200% upside.

Base (45%)+164%

Growth decelerates but remains strong; multiple converges to 12x, valuing company at $1.45B, a 164% gain.

Bear (45%)-12%

Incumbent competition intensifies, compressing multiple to 4x; revenue still grows to $121M but valuation only $484M, netting a 12% loss.

Est. time to liquidity~4.0 years

Preference Stack Risk

high

Funding Intensity

27%

Total preferred stock of $150M represents 27% of current valuation, creating a high overhang that reduces common stock value in a downside exit.

Dilution Risk

low

With $150M recent Series C, the company has ample runway for 2-3 years; no near-term dilution expected.

Secondary Liquidity

none

No secondary market activity detected; employee shares likely illiquid until a liquidity event.

Other — 1 role

View all 1 open roles at Zafran →

Last updated: March 10, 2026

Questions to Ask at the Interview

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

  • 1

    “How does Zafran plan to differentiate against Microsoft and CrowdStrike's agentic vulnerability features?”

  • 2

    “What is the expected timeline to profitability, and how does the current burn rate align with the $150M raise?”

  • 3

    “Given the CEO's rejection of acquisition offers, what is the realistic exit path and timeline for employees?”

Community

Valuation Sentiment

Our model estimates +88% 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.