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

Governance for multi-tenant RAG - access control and tool execution targets a $6.0B = 50,000 enterprises x $120K ACV. Targets mid-large enterprises running production RAG with multi-tenant needs, priced as enterprise governance suites. total addressable market with medium saturation and a year-over-year growth rate of 30%.

Key trends driving demand: RAG productionization -- more companies deploying retrieval augmented generation in production increases need for runtime controls and tenant isolation.; Centralized governance demand -- enterprises prefer a single policy plane for compliance rather than bolt-on point solutions.; Shift to managed runtimes -- teams want managed execution of external tools and connectors to reduce operational risk and SRE burden..