The archive · Developer & Business Tools · Product decision · 2025-2026
Glow exits stealth at $1.2B to rebuild endpoint security for AI
Meta and Snowflake alumni raised $180M to sell prevention-first endpoint security that controls which AI software and agents run on employee devices.
Glow
What the business is
An AI-native endpoint security platform that continuously maps enterprise environments, assesses risk in real time, and blocks risky software, AI agents, and developer tools before they enter employee devices.
Starting capital：$180M raised in its first year: a $20M seed, a $60M Series A, and a $100M Series B led by Sequoia, Cyberstarts, Greenoaks, and Redpoint.
How it started
Founded in 2025 by Roi Tiger (former Meta VP of engineering and Onavo co-founder), Omer Singer (former head of cybersecurity strategy at Snowflake), Ophir Arie (former Claroty R&D VP), and Arnon Joseph (former Meta engineering leader), Glow exited stealth on 2026-07-22. The founders saw AI tools, agents, and developer software entering organizations through employee laptops while attackers used generative AI to speed up phishing, malware, and vulnerability exploitation.
What happened
Glow raised three rounds in roughly a year — $20M seed, $60M Series A, and $100M Series B led by Sequoia, Cyberstarts, Greenoaks, and Redpoint, with Index, Lux, and others participating — valuing it at $1.2B. It built the platform on Anthropic and Google Gemini models accessed through Amazon Bedrock, wrapped in its own software for enterprise context. The company says the platform already blocked malicious npm packages, caught AI agents pulling in risky software, and detected devices missing endpoint detection tools, and that it has paying customers in healthcare, retail, and financial services, entering a market led by CrowdStrike, Microsoft, SentinelOne, and Palo Alto Networks.
No ending yet — it is still running.
Background
Glow is an AI-native endpoint security company founded in 2025 by former Meta and Snowflake executives. Its platform uses specialized AI agents to continuously map an enterprise's environment, assess risk in real time, and enforce security policies across employee laptops, servers, and other connected devices — blocking risky software, AI agents, and developer tools before they get in.
The founding bet was that AI changes what enterprise security must protect. Roi Tiger, a former Meta VP of engineering and Onavo co-founder, argued that for a decade everything moved to the cloud and SaaS, and suddenly AI lands on the endpoint in a way nobody has seen before; attackers are also using generative AI to automate phishing, build malware, and find vulnerabilities faster.
On 2026-07-22 Glow exited stealth with $180M raised across a seed round, Series A, and Series B led by Sequoia, Cyberstarts, Greenoaks, and Redpoint, at a $1.2B valuation — a unicorn within a year of founding. It says it already has paying customers in healthcare, retail, and financial services, with typical deployments spanning tens of thousands of devices, and competes with CrowdStrike, Microsoft, SentinelOne, and Palo Alto Networks by selling prevention instead of post-breach detection.
What has to be true
- Founder credibility opened doors: Meta and Snowflake security alumni with a Wiz-board COO could raise nine figures before publishing revenue or customer numbers.
- The wedge was a reframe, not a feature: prevention-first control of what runs on endpoints is structurally different from detection, which justified a new vendor in a crowded category.
- Timing matched the anxiety: Anthropic's Mythos demo of AI finding vulnerabilities and the spread of AI agents gave enterprises a reason to buy before the category was proven.
- Concrete proof stories helped sales: blocked malicious npm packages and agents pulling in risky software gave Glow evidence that its prevention layer caught things EDR missed.
What can be applied
Reframe the problem to attack incumbents: Glow sold prevention instead of better detection, and the reframe alone let a year-old company raise $180M in a market led by CrowdStrike.
Aftermath
As of 2026-07-22 Glow is live and scaling: nearly 100 employees, about 70 in Israel and the rest in the US, paying customers across healthcare, retail, and financial services, and deployments spanning tens of thousands of devices at typical enterprise accounts. The company has not disclosed revenue, customer names, or customer numbers. Its bet is unresolved — whether AI-native, prevention-first endpoint security becomes a real category will depend on whether enterprises keep buying while CrowdStrike and Microsoft add similar controls.
Sources
- Glow emerges from stealth at $1.2B valuation to challenge endpoint security in the AI era
- Glow raises $180m at $1.2b valuation
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