Investment thesis
Injexion should be positioned as an AI-enabled cybersecurity technology company with a high-margin consulting engine, a growing managed-services layer, and a proprietary software/IP portfolio that increases enterprise value over time.
Injexion wins by combining elite offensive capability, identity/security engineering, autonomous AI tooling, and a proprietary customer/partner platform. Consulting creates trust and cash flow; managed services create recurring revenue; products and AI create scalability and valuation uplift.
AI has lowered attacker cost and raised board-level pressure for demonstrable security assurance.
Built around Red, Blue and Build — attack like an adversary, defend like an owner, ship the fix.
The US should become the largest revenue contributor by 2029 and 45–55% of group revenue by 2032.
IP, recurring revenue, threat intelligence data and autonomous AI workflows shift multiples from consulting toward platform.
2027–2032 target snapshot
| Year | Revenue | FTE / core | Gross margin | EBITDA margin | SaaS / IP share |
|---|---|---|---|---|---|
| 2027 | $3.2M | 12 | 57% | -35% | 10% |
| 2028 | $10.3M | 28 | 60% | -10% | 16% |
| 2029 | $23.3M | 61 | 64% | +6% | 22% |
| 2030 | $45.7M | 112 | 67% | +14% | 29% |
| 2031 | $73.5M | 178 | 69% | +20% | 35% |
| 2032 | $107.3M | 265 | 71% | +25% | 40% |