Glean

Private

Enterprise AI search and knowledge management platform that connects workplace applications to help employees find information across their organization.

Gleanis private — you can’t buy shares. This map shows what you can buy that moves with it, and what moves against it, with dated evidence on every connection.

www.glean.comUpdated 2026-07-24research currentmethodology 2026.07.2Relationship mapping, not a recommendation.

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Decisive takeaway

Strongest public comparable: Kleiner Perkins (via public portfolio companies or direct LP exposure if available) — strategic investor. Lead investor in Glean's Series A (2019) and subsequent rounds through 2023, maintaining board seat and strategic partnership role.

Top public-market relationships

The 3 strongest routes from the full map — free preview, evidence included.

Kleiner Perkins (via public portfolio companies or direct LP exposure if available)

Strategic investorstockPrice could riseEquity growthinferredsource 2026-07-03inference

27conn

What it captures: Lead investor in Glean's Series A (2019) and subsequent rounds through 2023, maintaining board seat and strategic partnership role.
What it misses: Actual ownership percentage and mark-to-market valuation changes undisclosed; indirect exposure only via LP commitments.

Materiality: high · Confidence: high · Long term (3+ years)

View in IBKRverified 2026-07-24

Sequoia Capital (via public portfolio companies or direct LP exposure if available)

Strategic investorstockPrice could riseEquity growthinferredsource 2026-07-03inference

13conn

What it captures: Major investor across multiple Glean funding rounds (Series B onward), holding significant equity stake post-$7.2B valuation.
What it misses: Exact ownership percentage and fund vintage allocation undisclosed; LP-level exposure highly diluted across 100+ portfolio companies.

Materiality: high · Confidence: high · Long term (3+ years)

View in IBKRverified 2026-07-24

Elastic N.V.ESTC · NYSE

Similar business modelstockPrice could riseNL · USDEquity growthevidence agingsource 2024-05-30inference

27conn

What it captures: Enterprise search platform business model with AI/semantic capabilities, subscription SaaS revenue from indexing and searching enterprise data sources.
What it misses: Elastic emphasizes infrastructure observability and security analytics beyond pure knowledge management; different technical architecture (Elasticsearch-based vs. Glean's proprietary AI).

Materiality: high · Confidence: high · Medium term (1–3 years)

View in IBKRverified 2026-07-24

14 more relationships in the full map

4Commercial partners and customers
3Diversified ETFs and exchange-traded products
2Advanced instruments
2Competitors and substitutes
2Credit exposure
1Real-asset and commodity exposure

The full map also includes: full evidence and provenance on every route · 5 negative and hedge routes · 8 catalysts to watch · 8 what-breaks-the-thesis conditions · instrument comparisons and exports.

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Related companies and themes

These maps share public instruments with Glean — useful for comparing exposure or spotting concentration.

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Assumptions and limitations

Public-market exposure to a private company or theme is always indirect and partial.
Connection Scores measure relationship strength to the thesis — not expected return, quality, or a buy rating.
Directional labels describe possible economic transmission mechanisms ("may benefit if…") — they are not predictions or recommendations.
This page is impersonal research — it does not consider anyone's objectives or financial situation.

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