Market Opportunity
Tool-level sandboxing for RAG agents - governance and isolation targets a $6.0B = 100,000 relevant companies x $60k ACV (global enterprises that run agent/RAG workflows) total addressable market with medium saturation and a year-over-year growth rate of 35% (enterprise AI and governance spend growth).
Key trends driving demand: RAG adoption -- more apps use retrieval augmented generation which increases external tool calls and data access patterns that need oversight.; Agent orchestration growth -- agents are moving from research to production, creating standardized hooks where enforcement can attach.; Enterprise AI compliance focus -- security and privacy teams demand auditable controls for LLM-driven workflows, raising procurement priorities..
Key competitors include LangChain (and LangSmith), OpenAI (function calling and enterprise features), Robust Intelligence, StrongDM, In-house middleware and proxies (workaround).