Market Opportunity
Privacy preserving observability for enterprise agents with zero-trust execution targets a $6.0B = 300,000 companies with >100 employees x $20,000 ACV total addressable market with medium saturation and a year-over-year growth rate of 30%.
Key trends driving demand: Adoption of autonomous agents -- increases frequency of tool calls and expands attack surface, creating demand for per-call governance.; Zero-trust security adoption -- enterprises are moving to least-privilege and runtime isolation models that require new enforcement layers.; Compliance and audit pressure -- regulators and internal risk teams demand auditable trails for automated decisions and data access..
Key competitors include Splunk, Datadog, Palo Alto Networks Cortex / XSOAR, Microsoft Defender for Cloud / Sentinel, Custom SIEM + IAM workarounds.