Governance for multi-tenant RAG systems - access control plus reliable tool execution

Governance for multi-tenant RAG systems - access control plus reliable tool execution targets a $9.6B = 48,000 enterprises x $200K ACV. Buyer count assumes large and mid-market organizations adopting enterprise AI governance, each paying for an integrated governance platform including integrations, training, and support. total addressable market with low saturation and a year-over-year growth rate of 40%+ enterprise AI governance adoption as RAG use grows.

Key trends driving demand: Enterprise RAG adoption -- drives demand for centralized governance and runtime controls as LLMs call internal tools and data sources.; Regulatory and audit pressure -- compliance teams require auditable policy enforcement for AI-driven actions.; Shift from model-only to system governance -- focus moves from model monitoring to controlling toolchains and connectors that LLMs invoke..