Glean
The enterprise knowledge graph that Microsoft Copilot quietly competes against.
glean.com ↗Glean is the best positioned enterprise-AI company you've probably never demo'd. The ARR ramp is as fast as any in the category, the Microsoft-independent positioning is increasingly valuable as enterprises try to avoid lock-in, and the Agents pivot turns the product from a search tool into the connective tissue that enterprise AI agents will run on top of. Jain's pedigree — Google Search + Rubrik — is the exact resume for building this category. For enterprise buyers, this is the default 'non-Microsoft' AI work platform. For investors, it's one of the clearest pure-play enterprise-AI software bets at scale.
What's going for them.
- 01ARR doubled from $100M to $200M+ in 9 months — the fastest enterprise-AI growth rate outside of Anthropic and Cursor, in a category (enterprise search) that nobody thought could compound this fast.
- 02Category leadership over Microsoft Copilot in organizations where cross-SaaS search matters — Glean indexes Slack, Google Workspace, Notion, GitHub, Jira, Salesforce, and 100+ other surfaces natively. Copilot's Microsoft-only bias leaves an enormous opening.
- 03The Knowledge Graph — Glean's internal representation of who works on what, who owns which documents, which teams ship together — is a structural moat that improves with customer usage and can't be replicated by bolt-on AI products.
- 04Agents product line (launched 2025) moves Glean from search assistant to full enterprise work platform — autonomous agents that complete multi-step tasks across the company's full SaaS stack. Target of 1B agent actions by end of 2026.
- 05Arvind Jain — founder, ex-Google Search infrastructure lead, ex-Rubrik co-founder — is a second-time founder with direct experience in both enterprise sales at scale and the search infrastructure that powers Glean.
What they built
Glean is an enterprise AI platform that sits on top of a company’s full software stack — Google Workspace, Microsoft 365, Slack, Notion, GitHub, Jira, Salesforce, Zendesk, and 100+ others. The core product is AI-native enterprise search with a knowledge-graph foundation: Glean indexes documents, conversations, code, and tickets; infers the relationships between people, teams, and projects; and surfaces contextually-relevant answers. The product has expanded through 2024–2025 into Assistant (conversational AI over the graph), Apps (custom workflow builder), and Agents (autonomous multi-step task completion).
How they got here
Arvind Jain founded Glean in 2019 with three co-founders, all veterans of Google’s search infrastructure teams. The original thesis was simple: enterprise search was broken, LLMs would make it solvable, and the company that built the knowledge graph first would compound faster than latecomers. The early years tracked that thesis slowly — enterprise sales cycles, SaaS integrations, steady ARR growth into the $50–100M range by 2024.
The 2025 inflection was sharper than almost anyone outside the company predicted. ARR roughly doubled from $100M to $200M+ in nine months. The June 2025 $150M Series F at $7.2B followed an earlier $260M Series E at $4.6B in September 2024, pricing Glean as a clear enterprise-AI category leader. Through 2025 the Agents product launched, and customer deployments expanded to include Databricks, Confluent, Reddit, Workday, and a long list of mid-to-large software and SaaS companies.
What’s ahead
Three things define whether Glean graduates from $7B category leader to $20B+ generational company. First, the Microsoft Copilot question: Microsoft’s incumbent position in enterprise productivity is formidable, and Glean’s differentiation depends on cross-platform breadth continuing to matter more than single-vendor deep integration. Second, Agents adoption: the Agents product launched 2025 but the commercial ramp will be visible in 2026 ARR mix. If Agents drives the next doubling, Glean moves from enterprise search vendor to enterprise work platform. Third, international expansion: Glean has been predominantly US-centric; the European and APAC pipeline is just starting.
Why it matters
Glean is the company to benchmark when thinking about enterprise AI that isn’t a foundation-model lab. The knowledge-graph architecture is a genuine moat. The Microsoft-independent positioning solves a real enterprise anxiety. And the ARR growth rate — $100M → $200M+ in nine months — makes the $7.2B valuation look conservative in retrospect if the second doubling happens on schedule. For enterprise AI founders, Glean is the template for how to build horizontal AI software that holds its ground against Microsoft’s distribution. For investors, it’s one of the two or three cleanest enterprise-AI SaaS stories at scale.
Founder interview coming soon.
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