Glow, a cybersecurity startup founded by former Meta and Snowflake executives, emerged from stealth on Wednesday with $180 million in Series A funding and a $1.2 billion valuation, betting that generative AI has fundamentally changed how enterprises must secure employee devices.
The all-equity round was led by Sequoia Capital, Cyberstarts, Greenoaks, and Redpoint Ventures, with participation from Index Ventures, Swish Ventures, Lux Capital, Operator Collective, and Holly Ventures. The Palo Alto-based startup, founded in 2025, reached unicorn status before publicly disclosing revenue metrics — a signal that investors are willing to underwrite AI-native security platforms on pedigree and market opportunity alone.
Why Glow thinks endpoint security needs a reset
For the past decade, enterprise security budgets flowed toward cloud and SaaS protections. Glow’s founders argue that AI has now landed directly on the endpoint — laptops, servers, and connected devices — in ways traditional tools were not built to handle. Employees are running AI agents, developer tools, and third-party software packages that existing endpoint detection and response (EDR) products were never designed to govern.
“If you think of the past decade, everything was moving to the cloud and SaaS. Suddenly, AI lands on the endpoint in a way we’ve never seen,” co-founder and chief executive Roi Tiger said in an interview. Tiger previously served as a vice president of engineering at Meta.
The timing is not abstract. Anthropic recently unveiled its Mythos AI model, which the company said demonstrated advanced capabilities in identifying and exploiting software vulnerabilities. That disclosure intensified an already active debate over AI-assisted cyberattacks, and it gave startups building AI-native defenses a sharper pitch to enterprise buyers.
The platform and the founders behind it
Glow is building an endpoint security platform that uses specialized AI agents to continuously map enterprise environments, assess risk in real time, and enforce security policies before risky software, AI agents, or developer tools enter a customer’s environment. Tiger frames the distinction as preventive rather than reactive — existing EDR products from CrowdStrike, Microsoft, SentinelOne, and Palo Alto Networks focus on detecting threats after they emerge, while Glow is designed to block risky components at the perimeter of the device.
The founding team brings deep operational experience. Tiger co-founded Glow with Omer Singer, formerly head of cybersecurity strategy at Snowflake; Ophir Arie, formerly vice president of research and development at Claroty; and Arnon Joseph, a former Meta engineering leader. The startup’s chief operating officer is Emily Heath, a former chief information security officer at United Airlines and Docusign who served on the board of Wiz through its $32 billion acquisition by Google and was previously a partner at Cyberstarts.
To power its platform, Glow uses AI models from Anthropic and Google’s Gemini through Amazon Bedrock, while building proprietary software to give those models enterprise context and improve their reliability for security tasks. The startup employs nearly 100 people, roughly 70% in Israel and the remainder in the U.S.
Early traction and customer footprint
Despite only just emerging from stealth, Glow said it already has paying customers across healthcare, retail, and financial services. It declined to disclose customer names or counts. Tiger said typical deployments span tens of thousands of employee devices across global organizations.
The platform has already demonstrated concrete operational wins, according to the company. It has prevented malicious npm packages — third-party software components used to build applications — from being installed in customer environments. It has identified AI agents attempting to pull in such software. And it has detected employee devices where endpoint detection and response tools were either missing or operating with reduced functionality, a gap that traditional tools often fail to surface.
What Happens Next
The question for Glow is whether AI-native endpoint security becomes a recognized product category or gets absorbed into the platforms of incumbents like CrowdStrike and Microsoft, both of which are aggressively adding AI capabilities to their own suites. Glow’s preventive framing — blocking risky components before they land on a device — is a defensible wedge if enterprises continue to deploy AI agents faster than they can govern them.
Watch for three signals in the coming quarters. First, whether Glow discloses named enterprise customers, which would validate its traction claims. Second, whether incumbents respond with comparable AI-agent governance features, which would pressure Glow’s differentiation. Third, whether regulatory scrutiny of AI-assisted cyberattacks — intensified by Anthropic’s Mythos disclosure — accelerates enterprise demand for preventive endpoint controls. Glow has the capital and the team to push the category forward. Whether the category itself firms up is the harder question.
— David Kim, technology desk, AXO News