Lightspeed Venture Partners
Backing AI companies from USA
$40B
Awaira Score
out of 100
Lightspeed Venture Partners focuses on AI, Enterprise, Consumer, Health. They typically invest at the Multi-stage stage. With $40B under management, they've got the firepower to write big checks. They've backed 3 AI companies so far.
Investment Strategy Analysis
Lightspeed Venture Partners operates a thesis-driven portfolio concentrated in AI, Enterprise, Consumer, Health, with a geographic base in USA. By concentrating on Multi-stage deals, the firm has developed pattern recognition and network advantages at that particular stage of the funding lifecycle. Managing $40B across 3 known investments suggests a concentrated, high-conviction approach to AI investing. Awaira rates Lightspeed Venture Partners in the top tier of tracked AI investors based on portfolio performance, deal activity, and market presence.
Score
89/100
AUM
$40B
Portfolio Size
3
Founded
2000
Stage Focus
Multi-stage
Country
🇺🇸 USA
Assets Under Mgmt
$40B
Total capital managed
Portfolio Companies
3
Companies backed
Stage Focus
Multi-stage
Preferred investment stage
Estimated Portfolio Value
Sum of all tracked company valuations
$427.7B
Focus Areas
About Lightspeed Venture Partners
Lightspeed Venture Partners is a multi-stage venture capital firm founded in 2000, headquartered in USA, managing approximately $40B in assets under management. The firm concentrates on AI, Enterprise, Consumer, Health, deploying capital primarily at the multi-stage level. Notable AI portfolio companies include Anthropic, Stability AI, Rubrik. Lightspeed Venture Partners has participated in 18 funding rounds tracked by Awaira, deploying capital across AI, Enterprise, Consumer sectors. The firm's investment strategy emphasizes AI applications in healthcare and life sciences. Awaira assigns Lightspeed Venture Partners an investor score of 89/100 based on portfolio strength, AI sector exposure, and market activity. The firm investment thesis centers on identifying AI companies that demonstrate strong technical moats, clear paths to revenue, and potential for category leadership within their respective segments. Lightspeed Venture Partners evaluates opportunities based on team quality, market timing, technology differentiation, and capital efficiency. Portfolio companies including Anthropic, Stability AI, Rubrik reflect the firm emphasis on backing founders who combine deep technical expertise with commercial execution capability.
Founded: 2000
Investment Focus
Portfolio Companies(11)
Anthropic
Foundation Models
$380B
95/100
Skild AI
AI Robotics
$14B
90/100
Mistral AI
Foundation Models
$13.8B
88/100
ElevenLabs
AI Audio
$11B
81/100
Pika
AI Video
$700M
78/100
Moveworks
Enterprise AI
$2.1B
77/100
Hasura
AI Dev Tools
70/100
d-Matrix
AI Infrastructure
$2B
68/100
Orca Security
AI Security
$1.8B
68/100
MosaicML
Foundation Models
$1.3B
65/100
Stability AI
Generative AI
$1B
60/100
Portfolio Metrics
Companies
11
Categories
9
Top Sector
Foundation Models (3)
Avg Score
76/100
Frequently Co-Invests With
Rounds Led(4)
Mar 2025
$3.5B
Jul 2024
$300M
Jan 2022
$200M
Jan 2021
$65M
Notable Deal
Lightspeed Venture Partners is a multi-stage venture capital firm founded in 2000, headquartered in USA, managing approximately $40B in assets under management. The firm concentrates on AI, Enterprise, Consumer, Health, deploying capital primarily at the multi-stage level. Notable AI portfolio companies include Anthropic, Stability AI, Rubrik. Lightspeed Venture Partners has participated in 18 funding rounds tracked by Awaira, deploying capital across AI, Enterprise, Consumer sectors. The firm's investment strategy emphasizes AI applications in healthcare and life sciences. Awaira assigns Lightspeed Venture Partners an investor score of 89/100 based on portfolio strength, AI sector exposure, and market activity. The firm investment thesis centers on identifying AI companies that demonstrate strong technical moats, clear paths to revenue, and potential for category leadership within their respective segments. Lightspeed Venture Partners evaluates opportunities based on team quality, market timing, technology differentiation, and capital efficiency. Portfolio companies including Anthropic, Stability AI, Rubrik reflect the firm emphasis on backing founders who combine deep technical expertise with commercial execution capability.
Key Partners
Ravi Mhatre, Jeremy Liew, Gaurav Gupta
Investment Track Record
AUM
$40B
Notable Deal
Lightspeed Venture Partners is a multi-stage ventu...
Founded
2000
Stage
Multi-stage
Lightspeed Venture Partners manages $40B, deploying capital with conviction into AI opportunities that match their thesis.
Portfolio News
An Inside Look at OpenAI and Anthropic’s Finances Ahead of Their IPOs - WSJ
Emotion concepts and their function in a large language model - Anthropic
Harness design for long-running application development - Anthropic
OpenAI to hire in thousands as the company takes on Anthropic and fights rising competition from Google - The Times of India
I used Anthropic's Claude to pick Oscar winners at a party. It made odd mistakes, but still beat everyone else. - Business Insider
Cursor’s crossroads: The rapid rise, and very uncertain future, of a $30 billion AI startup - Fortune
SoftBank Group Invests $1.5B in Anthropic as AI Race Intensifies
Eurazeo Leads European VC Charge with Major Mistral AI Investment
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