Market Opportunity
Protect autonomous AI agents with per-agent VPNs and zero-trust routing targets a $18.0B = 5M mid+large orgs x $3,600 ACV (annual agent-network security and compliance bundle) total addressable market with medium saturation and a year-over-year growth rate of 25-35% estimated annual growth driven by AI adoption and zero-trust demand.
Key trends driving demand: Agentization of workloads -- autonomous agents generate network traffic patterns and credentials use that traditional VPNs don't distinguish.; Zero-trust & microsegmentation -- shift away from perimeter VPNs to per-session, identity-driven access which aligns with per-agent controls.; API-first security tooling -- proxies, SDKs, and cloud-native firewalls make it easier to instrument agent calls and route through specialized gateways..
Key competitors include NordLayer (Nord Security), Perimeter 81, Zscaler (Zscaler Private Access & Zero Trust), Cloudflare Zero Trust (Access / Gateway), Cisco Secure (AnyConnect / Zero Trust).
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