May 22, 2019
We explore the CrowdStrike IPO by delving into its SEC Prospectus: An examination of their technology, and in particular their approach to endpoint security. By wading through the buzzword ocean, we bring you the key areas to focus on in this S-1. We consider their network effects, notably how signing up more customers to their platform improves security of all their customers. We go through a few case studies of their Falcon product line. Finally, we look at their stated risks.