All analysis was generated autonomously, without human review. Scores are analytical opinions drawn from the cited public sources, without hands-on testing. They are not audits, certifications, investment reports, purchasing advice, or evaluations of quality.
Koi is an Israeli endpoint-security company that Palo Alto Networks bought in April 2026, roughly two years after its January 2024 founding. It secures the software employees and developers install on their own, from browser extensions and code packages to AI models, AI agents, and the MCP servers that connect AI agents to company tools. Its Wings engine scores each item's risk in real time, and a Supply Chain Gateway approves or blocks installs by policy before they reach a machine. Koi showed traction before the sale: named customers including OpenAI, Fireblocks, and FHLBank Dallas among roughly forty to fifty accounts. Palo Alto Networks keeps Koi's capabilities standalone and plans a Cortex XDR module and Prisma AIRS integration for a category it calls agentic endpoint security.
| Description | Koi is an endpoint-security platform that discovers, risk-scores, and gates installs of self-provisioned software across endpoints, including browser extensions, code and OS packages, AI models, AI agents, and MCP servers. | [f1] |
|---|---|---|
| Acquisition | Palo Alto Networks, announced 2026-02-17 | [f2] |
| Founded | 2024 | [f3] |
| HQ | Tel Aviv, Israel | [f4] |
| Funding | $48M total | [f5] |
| Latest funding | $38M Series A (September 2025, led by Battery Ventures and Team8) | [f5] |
| Product | What it does |
|---|---|
| Koi | Agentless platform that inventories self-provisioned software, risk-scores it with the Wings engine, and gates installs of extensions, packages, AI models, agents, and MCP servers by policy. |
AI Defense Matrix
| Govern | Identify | Protect | Detect | Respond | Recover | |
|---|---|---|---|---|---|---|
| AI-Workload Platforms Inference servers, training platforms, vector DB platforms, and the model-loading supply chain. | ||||||
| AI Orchestration Tools Agentic orchestration tools, plus their plugins, skills, hooks, system prompts, scaffolding, harnesses, configuration settings, and MCP clients on user devices. | ||||||
| AI-Generated Code Code produced by AI tools, AI-assisted reviews, AI-generated infrastructure-as-code and tests, and vibe-coded apps that bypass CI/CD. | ||||||
| AI Gateways & Routers MCP proxies and gateways, LLM routers, outbound AI-service traffic, shadow AI egress, and model-registry traffic. | ||||||
| AI Model Model weights, fine-tuning checkpoints, model cards, registries, AIBOM, and the third-party LLMs your enterprise consumes. | ||||||
| Training Data Datasets used for training, fine-tuning, and continued learning. | ||||||
| Runtime AI Data User prompts, inference inputs, RAG content, vector DB content, persistent agent memory, and interaction history. | ||||||
| AI Agent Identities AI agents as non-human principals, plus credentials, keys, permission scopes, service accounts, and delegation chains across agents and tools. |
Koi discovers and inventories MCP servers, AI agents, and extensions across endpoints, risk-scores them with the Wings engine, gates risky installs by policy, and vets AI models from registries such as Hugging Face before they reach endpoints. These capabilities are mapped to the AI Defense Matrix. [f6]
How well the company can compete in its security market, scored across eight dimensions against public evidence.
| Dimension | Score |
|---|---|
| Problem Clarity How precisely the company defines its problem, with evidence the problem exists at the scale claimed. | 4/5 |
| Capability Depth How specific the technical capabilities are, with evidence beyond marketing claims such as docs, demos, and third-party validation. | 4/5 |
| Market Timing Whether the market is ready for this product, with evidence that buyers are actively seeking solutions. | 4/5 |
| Team Credibility Demonstrated domain expertise with public signals such as prior exits, publications, and industry recognition. | 4/5 |
| GTM Proof Evidence of actual traction (customers, revenue signals, partnerships) beyond stated intentions. | 4/5 |
| Funding Efficiency Whether funding matches go-to-market ambition, with signs of capital-efficient growth. | 3/5 |
| Category Clarity Whether the company creates or fits a recognizable category that buyers can quickly place in their stack. | 4/5 |
| Incumbent Defensibility How vulnerable the core value proposition is to absorption as a feature by a platform vendor. | 3/5 |
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A closer look at the company's product strategy, measuring how defensible it is against market forces and examining the eight areas behind it.
reinforce or reposition
| Dimension | Score |
|---|---|
| Value Delivery Does the product sell software as the product, or judgment, trust, or accountability with software as the delivery mechanism. | 1/3 |
| Switching Cost How expensive leaving is for a customer: data portability, integrations, learned workflows, network effects, regulatory data residency. | 2/3 |
| Compliance Moat Whether certifications, liability acceptance, or audit trails block an easy replacement. | 1/3 |
| Problem Complexity Whether the product requires ML, optimization, real-time systems, or years of specialized expertise. | 3/3 |
| Buyer Profile Whether buyers are SMB operators, mid-market IT teams, or regulated enterprises and governments with procurement gates. | 3/3 |
| Layer Whether the product is an end-user application, a platform with application features, or infrastructure other applications depend on. | 2/3 |
| Proprietary Data, Content, or IP Whether the product accumulates datasets, content licenses, or IP that a rival cannot recreate from scratch. | 1/3 |
Unlock the Full Analysis
The reasoning for the scores, the strategy deep dive, the business risks, and more. AI access comes with the purchase, so your AI tools can read the full profile too. You keep 12 months of access.
One-time purchase: $20 per profile.
UnlockReading several? Unlock the entire catalog.
| Id | Source | Tier | Accessed |
|---|---|---|---|
| f1 | Koi homepage: unified platform to secure all software | official | 2026-07-06 |
| f2 | Palo Alto Networks Completes Acquisition of Koi to Secure the Agentic Endpoint | official | 2026-07-06 |
| f3 | Ctech: Palo Alto Networks completes $400 million acquisition of Koi | press | 2026-07-06 |
| f4 | SDxCentral: Palo Alto Networks collects Koi in completed acquisition | press | 2026-07-06 |
| f5 | Ctech: Cyber startup Koi raises $38M Series A | press | 2026-07-06 |
| f6 | AI Defense Matrix Catalog mapping (aligned to catalog) | other | 2026-07-06 |
| Id | Source | Tier | Accessed |
|---|---|---|---|
| s1 | Koi homepage: Wings agentic AI risk engine “Wings, our agentic AI risk engine, correlates code diffs, runtime behavior, ownership changes, update channels, network egress, and install source to detect malware, impersonation, and policy drift in real time.” | official | 2026-07-06 |
| s2 | Koi homepage: Supply Chain Gateway registries “A Supply Chain Gateway (SCG) is a new architectural layer that acts as a single, proactive network-based gate for curating incoming software from marketplaces, app stores, or registries like Github, Hugging Face, Chrome Web Store, Visual Studio Code Marketplace, Homebrew, and more.” | official | 2026-07-06 |
| s3 | AI Defense Matrix Catalog: Koi “Endpoint security for software supply chains that inventories, risk-scores, and gates installs of MCP servers, AI models, AI agents, extensions, and packages by policy.” | other | 2026-07-06 |
| s4 | Ctech: Cyber startup Koi raises $38M Series A (founders) “Koi was founded in 2024 by IDF's 8200 intelligence unit alumni Amit Assaraf (CEO, founder of real estate startup Landa), Idan Dardikman (CTO), and Itay Kruk (CPO), ex-Sygnia, Zscaler, after uncovering a major security gap in the VSCode Marketplace.” | press | 2026-07-06 |
| s5 | Ctech: Cyber startup Koi raises $38M Series A (funding) “Koi has raised $38 million in a Series A round. The investment was led by Battery and Team8, with Picture Capital, NFX, and Cerca Partners participating in the company's Seed round. Koi has raised a total of $48 million to date.” | press | 2026-07-06 |
| s6 | Ctech: Koi CEO on early revenue and retention “We exceeded seven-figure revenues in eight months. We are now generating over $1 million in revenue, and every organization we began with is still our client.” | press | 2026-07-06 |
| s7 | Ctech: Palo Alto Networks completes $400 million acquisition of Koi “Palo Alto Networks has completed its acquisition of Israeli cybersecurity startup Koi, finalizing a deal previously estimated at around $400 million.” | press | 2026-07-06 |
| s8 | SDxCentral: Koi named customers “Koi counts between 40 and 50 clients, including OpenAI, Fireblocks, FHLBank Dallas, as well as Palo Alto Networks itself.” | press | 2026-07-06 |
| s9 | SDxCentral: Dell'Oro analyst on Koi's install and supply-chain layer “Koi's value is at the install and supply-chain layer on the endpoint, where extensions and packages are becoming an expanding blind spot for many enterprises.” | press | 2026-07-06 |
| s10 | Palo Alto Networks Completes Acquisition of Koi (Agentic Endpoint Security) “By integrating Koi's technology with Prisma AIRS, Palo Alto Networks will extend visibility and security to agentic AI on the endpoint ... this acquisition enables Palo Alto Networks to introduce a new module for Cortex XDR.” | official | 2026-07-06 |
| s11 | Koi trust-surface probe 2026-07-06: footer badges, no trust./security. subdomain or /security page “Footer badges served as image files gdpr.svg, soc.svg, and ico.svg reading ISO 27001, SOC, and GDPR. No trust. or security. subdomain resolves and /security returns 404 (probe 2026-07-06).” | other | 2026-07-06 |
| s12 | Koi blog: early customers “It is this approach that our early customers, Fortune 50 organizations, BFIS, and the world's biggest tech and cybersecurity vendors, are excited about.” | official | 2026-07-06 |
| s13 | FinSMEs: Koi raises $48M (endpoint scale) “The company has rapidly scaled to protect more than 500,000 endpoints worldwide. Its platform is already securing some of the world's largest enterprises, from Fortune 50 companies to leading financial enterprises and major technology companies.” | press | 2026-07-06 |
| Id | Source | Tier | Accessed |
|---|---|---|---|
| s1 | Koi homepage: Wings agentic AI risk engine “Wings, our agentic AI risk engine, correlates code diffs, runtime behavior, ownership changes, update channels, network egress, and install source to detect malware, impersonation, and policy drift in real time.” | official | 2026-07-06 |
| s2 | Koi homepage: Supply Chain Gateway registries “A Supply Chain Gateway (SCG) is a new architectural layer that acts as a single, proactive network-based gate for curating incoming software from marketplaces, app stores, or registries like Github, Hugging Face, Chrome Web Store, Visual Studio Code Marketplace, Homebrew, and more.” | official | 2026-07-06 |
| s3 | AI Defense Matrix Catalog: Koi “Endpoint security for software supply chains that inventories, risk-scores, and gates installs of MCP servers, AI models, AI agents, extensions, and packages by policy.” | other | 2026-07-06 |
| s4 | Ctech: Cyber startup Koi raises $38M Series A (founders) “Koi was founded in 2024 by IDF's 8200 intelligence unit alumni Amit Assaraf (CEO, founder of real estate startup Landa), Idan Dardikman (CTO), and Itay Kruk (CPO), ex-Sygnia, Zscaler, after uncovering a major security gap in the VSCode Marketplace.” | press | 2026-07-06 |
| s5 | Ctech: Cyber startup Koi raises $38M Series A (funding) “Koi has raised $38 million in a Series A round. The investment was led by Battery and Team8, with Picture Capital, NFX, and Cerca Partners participating in the company's Seed round. Koi has raised a total of $48 million to date.” | press | 2026-07-06 |
| s6 | Ctech: Koi CEO on early revenue and retention “We exceeded seven-figure revenues in eight months. We are now generating over $1 million in revenue, and every organization we began with is still our client.” | press | 2026-07-06 |
| s7 | Ctech: Palo Alto Networks completes $400 million acquisition of Koi “Palo Alto Networks has completed its acquisition of Israeli cybersecurity startup Koi, finalizing a deal previously estimated at around $400 million.” | press | 2026-07-06 |
| s8 | SDxCentral: Koi named customers “Koi counts between 40 and 50 clients, including OpenAI, Fireblocks, FHLBank Dallas, as well as Palo Alto Networks itself.” | press | 2026-07-06 |
| s9 | SDxCentral: Dell'Oro analyst on Koi's install and supply-chain layer “Koi's value is at the install and supply-chain layer on the endpoint, where extensions and packages are becoming an expanding blind spot for many enterprises.” | press | 2026-07-06 |
| s10 | Palo Alto Networks Completes Acquisition of Koi (Agentic Endpoint Security) “By integrating Koi's technology with Prisma AIRS, Palo Alto Networks will extend visibility and security to agentic AI on the endpoint ... this acquisition enables Palo Alto Networks to introduce a new module for Cortex XDR.” | official | 2026-07-06 |
| s11 | Koi trust-surface probe 2026-07-06: footer badges, no trust./security. subdomain or /security page “Footer badges served as image files gdpr.svg, soc.svg, and ico.svg reading ISO 27001, SOC, and GDPR. No trust. or security. subdomain resolves and /security returns 404 (probe 2026-07-06).” | other | 2026-07-06 |
| s12 | Koi blog: early customers “It is this approach that our early customers, Fortune 50 organizations, BFIS, and the world's biggest tech and cybersecurity vendors, are excited about.” | official | 2026-07-06 |
| s13 | FinSMEs: Koi raises $48M (endpoint scale) “The company has rapidly scaled to protect more than 500,000 endpoints worldwide. Its platform is already securing some of the world's largest enterprises, from Fortune 50 companies to leading financial enterprises and major technology companies.” | press | 2026-07-06 |
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