Market Opportunity
Browse the internet's hidden infrastructure via a searchable graph targets a $3.6B = 360,000 organizations × $10K ACV (security/devops teams subscribing to attack-surface and internet-infrastructure data) total addressable market with medium saturation and a year-over-year growth rate of 10-12% — industry reports (Gartner, MarketsandMarkets) show steady growth in attack surface management, security telemetry and developer platform spend.
Key trends driving demand: Shift from point scanners to continuous monitoring — buyers prefer continuously updated datasets and historical context which favors graph and timeline features.; Developer-first security tooling — security teams increasingly expect APIs and embeddable components so developer ergonomics drives adoption.; Graph and relationship-oriented analysis — security and research workflows benefit from connected data rather than isolated records, creating demand for browsing and link queries.; AI-assisted enrichment — LLMs and vector search make entity resolution and inference faster, improving signal linking between DNS, certs, and IPs..
Key competitors include Shodan, Censys, BinaryEdge.
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