The Consequential AI Evidence Monitor
Strategic Transaction Ledger
Acquisitions of AI security, identity and authorization control points, recorded at their evidence tier. The ledger states what was bought, when, for how much, and on whose word.
Monitor · Method · Transactions · Duties · What systems prove
Scope and rules
The ledger records announced and completed acquisitions of companies whose product is a control point for AI systems: identity and access, runtime authorization, guardrails, gateways, agent security and adjacent capabilities. A transaction enters when its announcement has been read at the acquirer’s or target’s own site. Consideration figures carry a tier, FILED, PRESS or LOI, defined on the method page, and a filed figure supersedes a press figure. The ledger publishes no valuation conclusion of any kind.
The transactions
SGNL, acquired by CrowdStrike
FILED · $637.1M
- Capability
- Identity security: continuous, real-time access management, framed by the acquirer as identity security for the AI era.
- Announced
- 8 January 2026, definitive agreement.
- Status
- Closed February 2026.
- Consideration
- $637.1M as recorded in the acquirer’s Form 10-Q for the quarter ended 30 April 2026: $627.9M in cash plus $9.2M in replacement awards. Press at announcement reported approximately $740M.
- Primary source
- Acquirer announcement; consideration per CrowdStrike Form 10-Q, quarter ended 30 April 2026.
- Target revenue disclosed
- Not located in the reviewed announcement or filings.
- Patent position
- Four US patent applications published on the target’s own patents page (19/067,737, 19/067,747, 19/067,756, 19/067,760). No granted patent located in an assignee search of Google Patents dated 23 August 2026.
Koi, acquired by Palo Alto Networks
FILED · $231M
- Capability
- Agentic endpoint security: visibility and control over AI-based software reaching the endpoint.
- Announced
- 17 February 2026, definitive agreement.
- Status
- Closed 14 April 2026.
- Consideration
- $231M as recorded in the acquirer’s Form 10-Q, fiscal 2026. Press at announcement reported approximately $400M.
- Primary source
- Acquirer announcement and completion release; consideration per Palo Alto Networks Form 10-Q, fiscal 2026.
- Target revenue disclosed
- Not located in the reviewed announcements or filings.
- Patent position
- None located in an assignee search of Google Patents dated 23 August 2026. The target was founded in 2024; see the search-window caveat below.
Pangea, acquired by CrowdStrike
FILED · $222.7M
- Capability
- AI security guardrails for generative-AI applications, folded into the acquirer’s AI detection and response offering.
- Announced
- 16 September 2025, definitive agreement.
- Status
- Closed; consideration recorded in the acquirer’s annual filing.
- Consideration
- $222.7M as recorded in the acquirer’s Form 10-K, fiscal 2026. Press at announcement reported approximately $260M.
- Primary source
- Acquirer announcement; consideration per CrowdStrike Form 10-K, fiscal 2026.
- Target revenue disclosed
- Not located in the reviewed announcement or filings.
- Patent position
- One US grant located (US 11,868,769 B1), on microservice environments, in an assignee search of Google Patents dated 23 August 2026.
Lakera, acquired by Check Point
FILED · $201.8M
- Capability
- Runtime protection for AI applications: pre-deployment assessment and runtime enforcement for agentic AI.
- Announced
- 16 September 2025.
- Status
- Closed; consideration recorded in the acquirer’s annual filing.
- Consideration
- $201.8M as recorded in the acquirer’s Form 20-F, fiscal year 2025. Press at announcement reported approximately $300M.
- Primary source
- Acquirer announcement; consideration per Check Point Form 20-F, fiscal year 2025.
- Target revenue disclosed
- Not located in the reviewed announcement or filings.
- Patent position
- None located in an assignee search of Google Patents dated 23 August 2026.
Prompt Security, acquired by SentinelOne
FILED · $160.2M
- Capability
- Generative-AI security: guardrails and a gateway for model and agent traffic.
- Announced
- 5 August 2025, definitive agreement.
- Status
- Closed 5 September 2025.
- Consideration
- $160.2M as recorded in the acquirer’s Form 10-K, fiscal 2026, after a measurement-period adjustment; the prior Form 10-Q recorded $159.3M. Press at announcement reported approximately $250M.
- Primary source
- Acquirer announcement; consideration per SentinelOne Form 10-K, fiscal 2026.
- Target revenue disclosed
- Not located in the reviewed announcement or filings.
- Patent position
- None located in an assignee search of Google Patents dated 23 August 2026.
Portkey, acquired by Palo Alto Networks
FILED · $140M
- Capability
- AI gateway: routing, rate limiting, policy enforcement and visibility for enterprise model traffic.
- Announced
- 30 April 2026, definitive agreement.
- Status
- Closed 29 May 2026.
- Consideration
- $140M as recorded in the acquirer’s Form 10-Q, fiscal 2026. No separate press figure located at announcement.
- Primary source
- Acquirer announcement and completion release; consideration per Palo Alto Networks Form 10-Q, fiscal 2026.
- Target revenue disclosed
- Not located in the reviewed announcements or filings.
- Patent position
- None located in an assignee search of Google Patents dated 23 August 2026.
Permiso Security, acquisition announced by Okta
PRESS · approximately $200M, single-source attribution
- Capability
- Identity threat detection across human, machine and AI-agent identities.
- Announced
- 30 July 2026, definitive agreement.
- Status
- Signed, not closed. No completion announcement located at last review, 27 August 2026.
- Consideration
- Not disclosed by the parties. Press reported approximately $200M, attributed to a single source. The row is upgraded if a filed figure publishes.
- Primary source
- Acquirer announcement.
- Target revenue disclosed
- Not located in the reviewed announcement.
- Patent position
- None located in an assignee search of Google Patents dated 23 August 2026.
Dataset notes
- Filed supersedes press. In every case in this ledger where a filed figure has followed a press figure, the filed figure has been lower.
- Revenue. No acquirer in this ledger disclosed the target’s revenue in the reviewed announcements or filings.
- Search-window caveat. US patent applications generally publish about eighteen months after filing, so a young company’s filings can be invisible to any register search. An absence recorded here is the result of a dated search, not proof that no filing exists.
- Coverage. Further announced transactions in this category are in the research queue and enter the ledger when their primary records have been read.
What this ledger is not. It is not a comparables analysis, it prices nothing, and it draws no conclusion about any company, including its publisher. It records what acquirers announced and what their filings later recorded, so that any reader can weigh the category’s transaction evidence at the correct tier.
Last reviewed 27 August 2026. Sources are the linked announcements and the named filings. To report an error, write to hello@regulayer.com.