Private markets
Enterprise Software · Enterprise Search

Glean

Provides AI-powered workplace search and knowledge discovery across enterprise systems.

Research status
Research coverage
Headquarters
Palo Alto, CA
Coverage
4 product lines mapped
Last reviewed
September 2026
Product map

What the company builds

Products and operating platforms help connect company-level news to the revenue pools, customers, competitors, and supply chains it may affect.

01

Work AI

Enterprise knowledge and AI platform.

02

Search

Permission-aware search across workplace applications.

03

Assistant

AI answers grounded in company knowledge.

04

Agents

Workflow agents connected to enterprise systems.

01 / THE BUSINESS

How Glean creates value.

Provides AI-powered workplace search and knowledge discovery across enterprise systems. The research focus is whether customer adoption can support attractive economics after development, delivery and ongoing service costs.

SectorSoftware
Founder coverage3 profiles
Research checkedSep 18, 2026

02 / PEOPLE BEHIND THE COMPANY

Meet the builders.

Co-founder

Arvind Jain

Arvind Jain is a co-founder of Glean. The company’s founding and leadership material provides context for its work in enterprise search.

Explore founder

Co-founder

Tony Gentilcore

Tony Gentilcore is a co-founder of Glean. The company’s founding and leadership material provides context for its work in enterprise search.

Explore founder

Co-founder

Piyush Prahladka

Piyush Prahladka is a co-founder of Glean. The company’s founding and leadership material provides context for its work in enterprise search.

Explore founder

Selected founders; historical founding roles are distinct from current management positions.

03 / CAPITAL & OWNERSHIP

Follow the financing.

Selected disclosed events, newest first. Announcement values describe that transaction and date; they are not current share prices. Debt, equity and secondary transactions are identified separately.

  1. Equity

    Series F

    Disclosed amount$150M
    Announced valuation; basis unspecified$7.2B

    Named participants: Wellington Management · Khosla Ventures · Bicycle Capital · Geodesic Capital · Archerman Capital · Altimeter · Coatue · General Catalyst · ICONIQ · IVP · Kleiner Perkins · Lightspeed Venture Partners · Sapphire Ventures · Sequoia Capital

    Selected participants; the original announcement contains the full named list.

    Read the announcement

Explore the named investors.

Names refer to the cited transactions. They do not establish current ownership, ownership percentages, or endorsement of this website.

04 / IN THEIR OWN WORDS

Watch. Listen. Form your view.

Interviews reflect the speaker’s perspective at publication. Company statements are not independent verification.

05 / EDITORIAL ANALYSIS

The opportunity. The open questions.

Our interpretation of the business model and cited sources, not a valuation or a recommendation.

What could work

The case to investigate

  • A practical enterprise AI application with access to proprietary organizational context.
  • A stronger product position becomes economically meaningful when customers renew, expand and pay enough to cover delivery costs.
What could go wrong

Pressure-test the thesis

  • Platform bundling.
  • Security requirements.
  • Enterprise sales cycles.

What to watch next

01

Seat and customer growth — what changed in the latest original disclosure?

02

Expansion across workflows — what changed in the latest original disclosure?

03

Retention and adoption — what changed in the latest original disclosure?

YOUR RESEARCH WORKSPACE

Keep the questions that matter.

Use this checklist to record what you have investigated. Your notes stay in this browser.

06 / RESEARCH TRAIL

Go straight to the source.

Research checked Sep 18, 2026. Selected public disclosures, not a complete capitalization table or securities-filing search. Missing information is left unconfirmed. No investment availability or IPO date is implied.

Why SMYC is watching

A practical enterprise AI application with access to proprietary organizational context.

Private-company information is incomplete, episodic, and difficult to verify. Treat every data point as a starting point for diligence—not a substitute for company-approved materials, legal review, or investment analysis.

Add to my private current

Signals to monitor

Seat and customer growthExpansion across workflowsRetention and adoption

Risks to underwrite

Platform bundlingSecurity requirementsEnterprise sales cycles
Underwriting map

What an investor should actually diligence

Focus on durable workflow ownership, expansion within accounts, implementation intensity, and whether AI features create incremental willingness to pay or merely defend the installed base.

Buyer map

01

Department leaders

02

IT and security teams

03

Finance and procurement

04

Front-line knowledge workers

Economics to request

01

ARR and growth by customer segment

02

Gross and net retention

03

CAC payback and sales efficiency

04

Services mix and deployment time

05

Seat, usage, and module expansion

Moat tests

01

Product is embedded in a system of work

02

Data and permissions improve with use

03

Deployment produces measurable customer ROI

04

Bundled competitors cannot match workflow depth

Milestone map

01

Enterprise customer expansion

02

New product attach

03

International growth

04

Improving free-cash-flow profile

Comparable lensesHorizontal SaaSWorkflow platformsEnterprise searchBusiness operations software
Underwriting framework

How to diligence Glean

A company-specific starting point based on the operating realities of enterprise software. Replace assumptions with verified company materials, customer evidence, legal documents, and expert work.

Economics to model
01

Recurring revenue growth

02

Net retention and gross retention

03

CAC payback and sales efficiency

04

Free-cash-flow margin at scale

Evidence of proof
01

Daily or weekly active usage

02

Expansion into adjacent modules

03

Shortening implementation time

04

Renewals across budget cycles

Comparable lenses
01

Public vertical and horizontal SaaS

02

Workflow incumbents

03

Cloud-suite bundled products

04

Services-heavy substitutes

Questions to answer
01

Is the product a system of record or a feature?

02

Who owns budget and renewal?

03

What happens during seat compression?

04

Does AI strengthen the moat or erase it?

No securities are offered here.

SMYC does not represent that shares are available, transferable, appropriately priced, or suitable for any person. Private securities are illiquid, speculative, subject to transfer restrictions, and may result in total loss.