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MUMS: Acuity Risk Growth Interview with David Rajakovich (CEO)

Monday Upbeat Markets MUM's podcast | Acuity Risk Management interview | June 2026

In this interview, Acuity Risk Management CEO David Rajakovich discusses recent progress across Acuity's commercial and product strategy, including a new three-year contract expansion, the role of recurring subscription revenue, and how STREAM® Cloud provides an easier entry point for organisations beginning to mature their cyber GRC approach. The discussion also covers Acuity's public sector and defence foothold, board-level cyber risk reporting, and the longer-term direction for RiskOS as an AI-native product.

Watch the interview

Key highlights

  • Acuity discusses a new three-year contract expansion with a professional services component and recurring subscription component
  • Management describes existing customer expansion as an important signal of product value and customer stickiness
  • STREAM® Cloud is positioned as an easier entry point for organisations that want faster onboarding and quicker time to value
  • STREAM® Classic remains the advanced platform for more mature cyber GRC needs, including automated workflows and deeper modelling
  • Acuity describes its public sector and defence position as strengthened by trust, proven delivery, and sensitive use cases
  • RiskOS is described as the next AI-native product direction, focused on translating cyber risk into board-level business understanding

What the interview says about Acuity's strategy

The interview reinforces Acuity's move from turnaround into commercial execution. Management describes the business as having completed a cost reset and now focusing on top-line growth through sales, marketing, product expansion, and customer growth.

A key theme is the value of customer expansion. The discussion highlights that when existing customers increase their use of STREAM®, it can be an important sign of trust, product fit, and long-term account potential.

The interview also clarifies Acuity's product ladder. STREAM® Cloud gives organisations a lighter, faster way to get started, while STREAM® Classic remains available for advanced modelling, automation, integrations, and more complex cyber GRC programmes.

Product direction discussed

STREAM® Cloud

Acuity's recently launched cloud product, positioned as an easy entry point for organisations that want to see value quickly, reduce onboarding effort, and move toward more structured cyber risk management.

STREAM® Classic

Acuity's established platform for more advanced cyber GRC programmes, including deeper modelling, guided workflows, integrations, and more mature risk and compliance requirements.

RiskOS

Acuity's AI-native product direction, focused on making cyber risk clearer in boardrooms by translating technical security information into business impact, investment decisions, and practical priorities.

Themes from the discussion

  • Existing customer expansion is presented as evidence of product trust and long-term account potential
  • STREAM® Cloud is positioned as a faster-starting route into cyber GRC
  • STREAM® Classic remains relevant for advanced modelling, automation, and complex environments
  • Public sector and defence trust is described as a meaningful differentiator
  • Board-level cyber risk reporting is positioned as increasingly important
  • RiskOS is discussed as a future step toward clearer AI-native cyber risk decision support

Q&A-style takeaways from the interview

Closing perspective

The overall message of the interview is that Acuity is working to translate its cost reset into growth. The near-term story is customer expansion, STREAM® Cloud adoption, and sales momentum; the longer-term story is a broader product portfolio that spans public sector, defence, mid-market cloud adoption, and AI-native board-level cyber risk intelligence.

This page summarizes statements made during a recorded interview and may include forward-looking statements that involve risks and uncertainties. This content is provided for information only and should not be relied on as investment advice.