Investment memo
Glean
Work AI that works for people.
USAInformation updated on May 24, 2026
Unicorn scoreA 100-point read across the founding team, traction, market, execution and how well each is evidenced. Higher means closer to the profile of companies that went on to reach a billion-dollar valuation.
Listen to the Glean brief memo
Current valuation
$7.2B
Verified May 24, 2026
First screened
May 24, 2026
Total raised
$765M
Last round: Series F
Addressable marketToday: Global Knowledge Management Software Market ($39B). If the category wins: Global IT services and consulting spend ($1000B).
~$39B – $1000B
Glean is an AI-powered Work AI platform that provides enterprise search, an AI assistant, and AI agents to help employees find answers, generate content, and automate tasks. Founded by former Google search engineers, the platform integrates with various enterprise applications to unlock and utilize a company's internal knowledge, aiming to expand human potential in the workplace.
How the score breaks down
A 100-point read across the founding team, traction, market, execution and how well each is evidenced. Higher means closer to the profile of companies that went on to reach a billion-dollar valuation.| Category | Strength | Score |
|---|---|---|
| Founder Background | 96% | |
| Strategic Position | 85% | |
| Execution Velocity | 87% | |
| Traction Momentum | 80% | |
| Market & Scalability | 67% |
Data confidence 88/100. This measures how much of the memo rests on sourced evidence rather than inference. It was assembled by reading 288 public sources about the company. Compiled May 24, 2026.
That gathering is automated, so mistakes are possible. The confidence figure is the honest guide: the higher it is, the more of what you are reading came from a source rather than an inference.
Founding team
Prior exits, repeat founders and relevant domain experience are the single strongest early signal in venture data.3 founders · 1 repeat founder · 1 with a prior exit
Founder & CEO
Repeat founderPrior exitSerial entrepreneur. previous exit >$50M. Founded Riverbed Technology (Founding Engineer) and Rubrik, Inc.. Previously at Microsoft, Google.
Previously worked at
- Microsoft (Engineer)
- Riverbed Technology (Founding Engineer)
- Google (Distinguished Engineer)
Education
- Indian Institute of Technology, Delhi - BTech in Computer Science
- University of Washington - Masters in Computer Science
Vishwanath T R
Co-founder and CTO
Previously at Microsoft, Facebook.
Previously worked at
- Microsoft (Developer Tools and Runtimes)
- Facebook (Technical Leadership Roles)
Education
- IIT Delhi, India - B. Tech. in Computer Science
- University of Texas at Austin - Masters
Traction
- Latest round
- Series F · $150M
- Revenue
- $200M
Investors (24)
Momentum & social pulse
Momentum & social pulse- Revenue growth
- +8%
- month over month
- Press coverage
- +1 article
- vs the 3 months before
What customers say
What customers say- Aws Marketplace
One reviewer“During onboarding, Glean helped me ramp quickly and acquire all the institutional knowledge I needed to be successful. The landing page gives me a great overview of what's happening in the company.”
Market
The market it sells into today
$39B
Global Knowledge Management Software Market, including AI-powered enterprise search and Work AI platforms.
The market it competes for if its category wins
$1000B
Global IT services and consulting spend
EstimatedIf Glean's approach becomes the norm, the budget it competes for stops being a software subscription and becomes the consulting and integration work it makes unnecessary.
Why this startup makes sense now
What changed in the world recently that makes this the right moment. A great idea at the wrong time still fails, so a weak answer here is a real risk.The rapid advancement and commercial viability of generative AI and large language models (LLMs) have created a demand for enterprise-grade AI solutions that can synthesize and act upon internal company knowledge, making this the opportune moment for Glean's Work AI platform.
What competitors cannot copy
What the company has that a well-funded competitor cannot simply copy: proprietary technology, exclusive data, a regulatory position, a network that grows with every user.Glean's primary unfair advantage lies in its proprietary Enterprise Graph technology, which integrates and understands data across over 100 enterprise applications. This deep, context-aware knowledge graph, which reportedly takes 12-18 months of real usage to mature, creates significant switching costs and a data moat that is difficult for competitors to replicate quickly.
Who else is in the race
Who else is going after the same customers, and where this company sits among them.Glean operates in a competitive landscape with established players and emerging AI solutions. Key competitors include Microsoft 365 Copilot and Amazon Q Business, which offer similar enterprise AI capabilities integrated into broader ecosystems. Other direct rivals in AI-powered enterprise search and knowledge management include Coveo, Elastic Enterprise Search, Lucidworks, Guru, GoSearch, Dust, and Onyx. Glean differentiates by focusing on a unified Work AI platform with agents, assistant, and search, aiming to be a neutral orchestration layer.
Road to decacorn
The arithmetic that gets to a $10B+ decacorn outcome: who they sell to, at what price, and how many of them there need to be.Glean's path to $1B revenue is predicated on its strong current traction, having surpassed $200M ARR in 2025, and its significant market share in the pure-play enterprise AI assistant market. The strategy involves continued penetration into large enterprises by leveraging its proprietary Enterprise Graph and extensive integrations to become the central "Work AI" platform. Expanding its AI agent capabilities to automate a broader range of departmental workflows (sales, marketing, engineering, IT, customer support) and sustained global market expansion will drive growth towards unicorn status.
What could go wrong
Active legal action
WatchGlean Technologies is facing an active trademark lawsuit from Glean IP (or a U.K. company doing business as Glean) over the use of the "GLEAN" mark in enterprise software offerings. Glean Technologies' motion to dismiss was granted in part. (2026-05-21) Material legal exposure can drain cash, distract leadership, and complicate future fundraising or acquisition.
Our track record on this company
The valuation recorded the first time this company was screened, against the most recent verified one. It is never rewritten, so the multiple is a real track record.| First screened | May 24, 2026 |
|---|---|
| Entry valuation | $7.2B |
| Current valuation | $7.2B |
Latest valuation verified from Live re-screening on May 24, 2026. Entry valuation and date are frozen the first time a company is screened and are never rewritten. Valuations are re-checked quarterly against public funding announcements.
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