Information on the Target
Ontic, founded in 2017 and headquartered in Austin, Texas, is a prominent software platform specializing in connected security intelligence. With a commitment to enhancing the efficiency of security teams, Ontic provides solutions that enable the monitoring, analysis, and response to physical threats affecting personnel and facilities. The company has quickly positioned itself as a leader in the security sector, catering to a diverse range of enterprise clients, including Fortune 50 companies in technology, financial services, and consumer goods.
The company has demonstrated strong capabilities in addressing the complexities of modern security challenges. By unifying fragmented security operations, Ontic's Connected Intelligence Platform transforms traditional reliance on siloed information into comprehensive insights, aiding organizations in making informed security decisions.
Industry Overview in the Target’s Specific Country
The security industry in the United States is evolving rapidly, driven by increasing complexities in the threat landscape. As organizations face mounting pressures to protect their assets, the demand for integrated security solutions has surged. Businesses are seeking to consolidate various security functions to create a more cohesive approach to risk management.
Recent trends indicate a marked shift towards leveraging artificial intelligence and advanced analytics within security operations. By utilizing these technologies, companies can enhance their threat detection capabilities, reduce manual intervention, and improve overall response times. This movement toward automation is reshaping the industry's operational capabilities and competitive landscape.
Furthermore, public sector entities in the U.S. are increasingly adopting connected intelligence solutions to address their unique security needs. This has led to substantial growth opportunities for technology providers who can deliver comprehensive security platforms that integrate various data sources and streamline operations.
As the industry adapts to these changes, organizations that can deliver robust, technology-driven security solutions will be well-positioned to capture market share and meet the evolving demands of clients across industries.
The Rationale Behind the Deal
The recent funding round, where Ontic raised $230 million in Series C financing led by KKR, aims to enhance the company’s investments in artificial intelligence. This funding is instrumental in expanding Ontic's ability to provide faster and more effective threat detection and automation, critical components for modern security teams facing increasing complexities in their operational environments.
Additionally, the investment will facilitate Ontic's international expansion and advances in its platform capabilities. By embracing AI-driven technology, Ontic is positioned to further support global enterprises and public sector clients in managing their security needs effectively.
Information About the Investor
KKR, a leading global investment firm, manages substantial assets across various sectors, including technology. The firm has a proven track record of investing approximately $24 billion in technology-focused growth ventures since 2016. With a dedicated team of 28 investment professionals specializing in technology growth equity, KKR’s extensive experience and robust resources are set to enhance Ontic’s offerings and penetrate new markets effectively.
KKR's strategic approach focuses on generating lucrative investment returns and supporting the growth of portfolio companies, positioning them as a valuable partner in Ontic's journey to redefine security intelligence.
View of Dealert
In my expert opinion, Ontic's strategic direction, backed by this significant funding round, makes it a compelling investment opportunity. The company's innovative Connected Intelligence Platform addresses the critical need for organizations to unify their security operations, which is increasingly pertinent in today's complex threat landscape.
The potential growth trajectory is promising, particularly with the integration of AI technologies to enhance efficiency and decision-making processes in security operations. As organizations strive to navigate the challenges of increased data volumes and resource constraints, solutions like Ontic's are likely to become indispensable.
Moreover, KKR's involvement adds significant credibility and access to resources that can propel Ontic to new heights. With KKR's expertise and capital, Ontic is well-positioned to scale its capabilities and extend its market reach, ultimately driving enhanced value for its clients.
Overall, I believe Ontic is positioned to challenge traditional security paradigms effectively and become a leader in the industry, making this investment not only timely but strategically sound.
KKR
invested in
Ontic
in 2025
in a Other deal
Disclosed details
Transaction Size: $230M
Revenue: $30,000M
Enterprise Value: $84,000M
Multiples
EV/Revenue: 2.8x