Market Opportunity
Governable multi-tenant RAG access control and MCP execution targets a $6.0B = 100,000 enterprises x $60K ACV. Assumes broad enterprise security and AI governance budgets applied to RAG controls across global organizations with some deployment in each. total addressable market with low saturation and a year-over-year growth rate of 30-40% estimated growth driven by RAG adoption and regulatory pressure.
Key trends driving demand: RAG adoption -- more enterprises embed LLMs into workflows, increasing demand for governance.; Multi-tool orchestration -- usage of tool-calling and MCP patterns grows, creating new execution risk surfaces.; AI regulation and audits -- compliance requirements push teams to adopt traceable, auditable controls.; Decentralized models and vectors -- multi-cloud, multi-model stacks require vendor-agnostic governance layers..
Key competitors include Immuta, Fiddler AI, Oso, Homegrown IAM plus middleware, Arize AI.