Market Opportunity
No inventory, no renewals - SaaS subscription inventory first targets a $3.6B = 3,000,000 SMBs x $120/yr ARPU (lightweight inventory tooling for small teams) total addressable market with medium saturation and a year-over-year growth rate of 10-18% - driven by continued SaaS adoption, increasing per-company app counts, and finance digitization.
Key trends driving demand: SaaS proliferation -- more apps per company increases discovery and cost management needs; Decentralized purchasing -- remote and distributed teams buy tools directly, creating shadow IT; Financial APIs and invoice parsing -- easier automated discovery from cards, email receipts, and accounting systems; Rise of procurement tooling -- companies want a single source of truth for spend governance.
Key competitors include Torii, Zylo, G2 Track, Vendr / Blissfully, Spreadsheets and card statements (workaround).