Market Opportunity
Fleet-wide visibility for AI agent runs and secret leak detection targets a $6.0B = 250,000 orgs x $24,000 ACV. Buyers include any org running developer fleets, engineering platforms, or endpoint agents that need agent auditability and secrets protection. $24k ACV reflects an annual security/observability line item for mid-market and enterprise customers. total addressable market with medium saturation and a year-over-year growth rate of 25%+ driven by AI agent adoption and growing DLP/security budgets.
Key trends driving demand: Autonomous-agent adoption -- more teams run local and cloud agents, increasing volume of repeatable runs and need for centralized visibility.; Developer-first security -- security tools are shifting to developer workflows so tools that surface agent actions in code and CI contexts gain adoption.; Rise in secret leakage incidents -- more accidental or malicious leaks create demand for tooling that detects secrets in runtime activity, not just repos.; Edge and endpoint telemetry maturity -- plugin frameworks and lightweight collectors now enable richer per-process and file-edit telemetry without heavy EDR licenses..
Key competitors include CrowdStrike Falcon, Datadog, Splunk (SIEM), Wazuh / osquery based fleets.