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$CRWD Reposify Acquisition
This acquisition was announced a few weeks ago, but I wanted to break this down a bit.

Reposify is an external attack surface management (EASM) platform that provides an outside-in view of an organization's assets. Outside threats seek to exploit any potential vulnerability, and Reposify scans for exposed assets to help expand an organization's vulnerability inventory.

Crowdstrike will expand the scope of their platform with this acquisition by adding another layer of security intelligence - one that provides an adversarial view of a company's assets. This differs from asset discovery and asset management because these threat detection tools do not approach vulnerability management from the perspective of the attacker. Attack surface management provides more comprehensive security and an additional layer of protection because it seeks to identify unknown assets that may be vulnerabilities. It also eliminates threats such as weak passwords, unpatched software, etc.

I like this acquisition from Crowdstrike's perspective because it is strategic in nature and Reposify comes recognized by Gartner as an emerging vendor and seems to be held in regard by its customers. For Crowdstrike, it complements their offerings by providing another valuable service to help secure customer assets.

The terms of this acquisition weren't specified beyond the deal being predominately cash. Depending on their definition of predominately, I'll be happy with a cash deal so as to avoid any further dilution.

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