Jun 14, 2026Timing, called
Entro ranked #1 on an identity thesis. DRI 82.
On June 14 our identity-security thesis scan ranked Entro Security first, with a Deal Readiness Index of 82. On June 15, SailPoint announced it was acquiring Entro. We called the readiness and the timing - one day early.
Jun 2026Acquirer intel
Cyera: five acquisitions tracked as they compounded.
Our acquirer intelligence tracks Cyera's run - Trail, Ryft, Genie among them - alongside its $600M Series F at a $12B valuation. Consolidators telegraph their next move; the signals are there before the announcement.