Governance for multi-tenant RAG - access control and reliable tool execution

Governance for multi-tenant RAG - access control and reliable tool execution targets a $6.0B = 100,000 enterprises x $60k ACV. Assumes global mid-market and enterprise firms adopting LLM/RAG platforms will purchase governance and orchestration at roughly $5k/month equivalent. total addressable market with low saturation and a year-over-year growth rate of 40%+ annual growth in AI governance and ops spend among enterprises as RAG adoption scales.

Key trends driving demand: Rapid RAG adoption -- more enterprises embed LLMs into workflows increasing frequency of tool calls and governance needs.; AI governance focus -- compliance teams require auditable policies and controls for model behavior and data access.; Tool-enabled LLMs -- LLMs invoking external tools increase attack surface and operational complexity, driving need for managed execution runtimes.; Identity and security consolidation -- enterprises demand IdP, secrets, and SIEM integration for any new AI platform..