is ITDR mature enough to buy yet?
Oort raising $15M across their seed and series A got me thinking about where the ITDR category actually stands right now. Investor money is clearly flowing in, but I'm trying to figure out whether that's a signal the, space is maturing into something defensible or just VCs chasing a hot label before consolidation shakes things out.
Context on my situation: we're a mid-size org with a hybrid AD and Entra ID setup, about 4,000 identities, and we're, actively evaluating whether to commit to a dedicated ITDR platform or keep relying on Defender for Identity plus some manual BloodHound runs. Defender for Identity catches some basics but the false positive rate on lateral movement alerts has been painful, and customization is basically nonexistent. We've also looked at Netwrix ITDR as one option, which handles the hybrid AD/Entra side reasonably well, but I'm, not sure if we need something more identity-provider-agnostic as we might bring Okta in for a subset of users.
What I can't figure out is whether startups like Oort are building something genuinely differentiated, or whether they'll get acqui-hired into a larger platform in 18 months and leave customers mid-migration. The ITDR space already has Microsoft, CrowdStrike, and a handful of converged platform vendors all claiming coverage. A $15M startup entering that is either very confident in a niche or betting on getting bought.
So the specific question: for teams that have actually deployed a standalone ITDR tool in a hybrid environment, did you find the detection fidelity meaningfully, better than what you'd get from stitching together Defender for Identity plus Entra ID Protection, or is the delta mostly in response automation and recovery? Trying to understand if the core detection is the differentiator or if it's really the workflow layer where these tools earn their keep.