Market Opportunity
Browse the internet's hidden infrastructure as a linked graph targets a $2.4B = 80,000 organizations (security, mid-market SaaS, digital-first enterprises) × $30K ACV total addressable market with medium saturation and a year-over-year growth rate of 12% YoY (estimated growth for security intelligence and asset-discovery segments; sources: Gartner/Forrester market signals for security tooling).
Key trends driving demand: Cloud and ephemeral infrastructure growth — ephemeral services and frequent DNS/IP changes increase demand for continuous asset mapping.; Shift to API-first security tooling — teams prefer programmatic access and embeddable data, which benefits services offering graph APIs.; Focus on third-party risk and attack surface management — regulations and vendor risk programs increase budgets for discovery and monitoring.; Graph and relationship analytics adoption — teams are starting to rely on graph-based views to find indirect relationships during investigations..
Key competitors include Shodan, Censys, SecurityTrails, BuiltWith.
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