Okta buys AI security startup Permiso — source says for about $200M
Okta buys AI security startup Permiso — source says for about $200M
Okta 收购 AI 安全初创公司 Permiso，消息人士称交易额约为 2 亿美元
Okta on Thursday agreed to acquire AI identity security startup Permiso Security, betting that demand for protecting AI agents and other machine identities will grow as enterprises deploy autonomous software across their operations. The identity management company did not disclose the terms of the transaction. But TechCrunch has learned that the acquisition is valued at just under $200 million and is structured as an almost all-cash deal, according to a source with knowledge of the deal.
Okta 周四同意收购 AI 身份安全初创公司 Permiso Security。此举旨在押注随着企业在运营中部署自主软件，保护 AI 智能体（AI agents）及其他机器身份的需求将持续增长。这家身份管理公司并未披露交易条款。但据一位知情人士向 TechCrunch 透露，该收购案估值略低于 2 亿美元，且几乎全部以现金支付。
A spokesperson for Okta did not dispute the $200 million figure when TechCrunch asked CEO Todd McKinnon for comment about the deal, but the company would not comment on specifics of the deal terms. The deal is expected to close in the third quarter of its fiscal 2027, Okta said, subject to customary closing conditions.
当 TechCrunch 就此交易向 Okta 首席执行官 Todd McKinnon 寻求置评时，Okta 发言人并未否认 2 亿美元这一数字，但公司拒绝就交易的具体条款发表评论。Okta 表示，该交易预计将于其 2027 财年第三季度完成，尚需满足惯例成交条件。
Okta’s move to buy Permiso comes as identity management companies seek to expand beyond verifying users at login to continuously monitoring what users, applications, and AI agents do once gaining authorized access to a network environment. That shift has intensified competition to secure machine identities as enterprises embed AI deeper into everyday operations.
Okta 收购 Permiso 之际，正值身份管理公司寻求业务转型——从单纯的登录验证扩展到持续监控用户、应用程序和 AI 智能体在获得网络环境授权访问后的行为。随着企业将 AI 更深入地嵌入日常运营，这种转变加剧了在保护机器身份方面的竞争。
Permiso, which emerged from stealth in 2022, develops software that helps security teams spot suspicious activity in cloud environments after users or applications have been granted access. More recently, the startup has expanded its platform to monitor AI agents and other machine identities. Co-founded by former FireEye executives Paul Nguyen and Jason Martin, Permiso specializes in detecting attacks that use stolen or compromised identities to move through cloud infrastructure.
Permiso 于 2022 年结束隐身状态，其开发的软件旨在帮助安全团队在用户或应用程序获得访问权限后，识别云环境中的可疑活动。最近，该初创公司已将其平台扩展至监控 AI 智能体和其他机器身份。Permiso 由前 FireEye 高管 Paul Nguyen 和 Jason Martin 共同创立，专注于检测利用被盗或受损身份在云基础设施中进行横向移动的攻击行为。
In April, the startup also introduced SandyClaw, a platform designed to analyze AI agent skills in a sandboxed environment to identify malicious behavior before they are deployed. The deal strengthens Okta’s push into securing AI agents and other non-human identities alongside its core identity management business.
今年 4 月，该公司还推出了 SandyClaw，这是一个旨在沙盒环境中分析 AI 智能体技能的平台，以便在部署前识别其恶意行为。此次交易加强了 Okta 在其核心身份管理业务之外，对保护 AI 智能体及其他非人类身份的投入。
“Permiso will extend Okta’s identity security fabric with proven identity threat detection and response capabilities, and an incredible threat research and security team that will advance Okta’s threat detection and prevention capabilities,” Okta’s chief product officer Ely Kahn said in a prepared statement.
Okta 首席产品官 Ely Kahn 在一份声明中表示：“Permiso 将通过其经过验证的身份威胁检测与响应能力，以及一支卓越的威胁研究与安全团队，扩展 Okta 的身份安全架构，这将进一步提升 Okta 的威胁检测与防御能力。”
Permiso has raised about $29 million to date, including an $18.5 million Series A round in April 2024 led by Altimeter Capital. People familiar with the financing said the Series A valued the Palo Alto-based startup at about $80 million on a post-money basis.
Permiso 迄今已筹集约 2900 万美元资金，其中包括 2024 年 4 月由 Altimeter Capital 领投的 1850 万美元 A 轮融资。知情人士称，该 A 轮融资对这家总部位于帕洛阿尔托的初创公司给出的投后估值约为 8000 万美元。