VC
Value Add VC
⚡HomePulse⚡Helpful Apps📝Blog
Home/Companies/Glean
Enterprise AI / Work AssistantFounded 2019·Palo Alto, CA

Glean

The enterprise AI search and work assistant turning company knowledge into an agent platform.

Updated June 30, 2026 · Analysis by Trace Cohen · glean.com

Valuation
~$7.2B

Series F

~$7.2B
Valuation

Series F

~$300M
ARR

May 2026 — up from $208M end-2025, +89% YoY

3x
ARR growth

in ~15 months, from $100M

2019
Founded

by ex-Google search engineers

Glean's ARR ramp

From ~$100M in early 2025 to ~$300M by May 2026.

Source: Company reports / press (2025–26)

Valuation: ~$7.2B

~$7.2B, set at a $150M Series F. Glean has become a poster child for enterprise AI ROI as corporate budgets tighten.

How Glean makes money

Glean indexes a company's apps — Slack, Drive, Jira, and more — into a permissions-aware knowledge graph, then sells an enterprise search, AI work assistant, and agent-building platform on top. Pricing is subscription plus a consumption component.

It is positioned explicitly as a Microsoft Copilot alternative with better enterprise context, and has nearly doubled its Fortune 500 customer count year over year. As AI budgets tighten, Glean's pitch has shifted to measurable ROI — making it a benchmark for whether enterprise AI actually pays back.

Funding

Glean raised a $150M Series F at a $7.2B valuation. Backers include Kleiner Perkins, Lightspeed, Sequoia, Coatue, General Catalyst, and Sapphire. Note: part of reported ARR is an annualized consumption run-rate.

Competitive landscape

Microsoft Copilot

The incumbent enterprise AI assistant Glean positions against.

OpenAI ChatGPT Enterprise

General-purpose enterprise assistant.

Google Agentspace / Gemini

Google's enterprise search and agent stack.

Guru & enterprise-search incumbents

Knowledge-management tools competing on the search layer.

TC

Trace's Take

Trace Cohen · early-stage VC

Glean is the cleanest test case for whether enterprise AI delivers ROI. Crossing $300M ARR while AI budgets tighten — and doing it explicitly as the 'Copilot alternative with better context' — means buyers are choosing the focused indexing-and-agents player over the bundled incumbent. The risk is the consumption-revenue caveat: when part of ARR is an annualized run-rate, growth can compress as fast as it expanded if usage dips.

Frequently asked questions

How much is Glean worth?+

Glean is valued at roughly $7.2 billion, set at a $150M Series F round.

What is Glean's revenue/ARR?+

Glean crossed roughly $300 million in ARR by May 2026, up from $208 million at the end of 2025 — about 89% year-over-year growth, and 3x growth in roughly 15 months.

Glean vs Microsoft Copilot?+

Glean positions itself as a Microsoft Copilot alternative with better enterprise context — it indexes a company's apps into a permissions-aware knowledge graph and builds search, an assistant, and agents on top, and has nearly doubled its Fortune 500 customer count year over year.

How does Glean make money?+

Glean sells an enterprise search, AI work assistant, and agent-building platform on a subscription plus consumption model, layered on the knowledge graph it builds from a company's apps like Slack, Drive, and Jira.

Related

Glean revenue & valuation (analysis)→
AI company valuations→
AI IPO pipeline→

Sources

  • Glean — Series F at $7.2B
  • Glean — surpasses $300M ARR
  • TechCrunch — Glean tops $300M

Analysis by Trace Cohen · @Trace_Cohen · t@nyvp.com. Figures are as of the update date; verify before relying on them.