Light Street Capital
Crossover fundPalo Alto Β· 1 people tracked
Investment thesis
Invests in later-stage growth companies, often β₯$50M run-rate, typically committing around $25M 2β4 years pre-IPO, leveraging long/short public-market insights and global sourcing beyond Silicon Valley.
Source: firm website, verified Aug 18, 2026.
Team Β· 1 people
from public directories
What they invest in
from 20 of 22 portfolio companiesSaaS Γ9Enterprise Software Γ7AI & Machine Learning Γ5Developer Tools Γ4Marketplaces Γ4Cloud Computing Γ3Consumer Γ3B2B Marketplaces Γ2
HQs:United StatesΓ15BrazilΓ1GermanyΓ1IndiaΓ1JapanΓ1South KoreaΓ1
Investments Β· 22 tracked
founders shown can be your intro pathBy year:2026 Β· 12021 Β· 12020 Β· 12018 Β· 14 dated
GitLab is an intelligent orchestration platform for DevSecOps that enables teams and AI agents to collaborate on the full software development lifecycle, from planning through deployment, with integrated security and compliance capabilities.
AI & Machine LearningCybersecurityDeveloper ToolsEnterprise SoftwareSan Francisco, US
Sid Sijbrandij(Founder/CEO)inDmytro Zaporozhets(Founder/CTO)inDmitriy Zaporozhets(Cofounder)Paul Machle(Executive Officer)
BoardBruce Armstrong(Director)in
Co-investorsAlkeon InnovationAugust CapitalBase PartnersBling CapitalCategory VenturesCrunchFund+20 more
Uber operates a multi-sided platform providing ride-sharing, food delivery, freight logistics, and business fleet management services across various global markets.
Logistics & Supply ChainMarketplacesMobility & TransportationSan Francisco, US
Travis Kalanick(Co-founder & CEO)Garrett Camp(Co-founder)
Co-investors137 Ventures408 VenturesA*Across Capital PartnersAglae VenturesAkkadian Ventures+62 more
Lyft is an on-demand ridesharing platform that connects passengers with drivers for various ride types, including standard rides, premium options, and other transportation services.
MarketplacesMobility & TransportationSan Francisco, US
Logan Green(Founder)inJohn Zimmer(Founder)inDavid Risher(CEO)in
Co-investorsAglae VenturesAllied Venture PartnersAlpha Wave GlobalAndreessen HorowitzBling CapitalCollaborative Fund+34 more
Pinterest operates a visual discovery platform where users save and browse images organised into boards, used heavily for shopping, recipes and design.
San Francisco, US
Evan Sharp(Co-Founder and Chief Design & Creative Officer)Benjamin Silbermann(Executive Officer, Director, Promoter)Mike Yang(Executive Officer)Natalie Fair(Executive Officer)Bill Readyin
BoardJeremy Levine(Director)in
Co-investorsA.Capital VenturesA*ABC QuantACE VenturesAcequia Capital (AceCap)Acumen+54 more
Toast provides a point-of-sale platform built for restaurants and food service businesses, handling high-volume operations, revenue tracking, and retail sales.
FoodTechRetail TechSaaSBoston, US
Stephen Fredette(Executive Officer, Director, Promoter)Jonathan Grimm(Director, Promoter)Aman Narang(Director, Promoter)Christopher Comparato(Executive Officer, Director)
BoardSteve Papa(Director, Promoter)
Co-investorsBessemer Venture PartnersEvolution VC PartnersF-Prime Capital PartnersGlynn Capital ManagementMastryRiot Ventures+2 more
Ayar Labs develops co-packaged optics (CPO) technology for AI infrastructure, enabling optical connectivity between thousands of GPUs across data center racks.
AI & Machine LearningDeep TechHardwareSemiconductorsSan Jose, US
Mark Wade(Founder & CEO)in
Co-investorsAlumni VenturesBasecamp FundBerkeley FrontierBlue Bear VenturesCastor Ventures (an Alumni Ventures Fund)Factorial Funds+15 more
BlackBuck operates a technology platform for the trucking industry.
B2B MarketplacesLogistics & Supply ChainSaaSBangalore, IN
Rajesh Yabaji(Chairman, Managing Director and CEO)inChanakya HRidaya(Executive Director and COO)inRamasubramaniam B(Executive Director and Head - New Initiatives)inSatyakam G N(Chief Financial Officer)in
Co-investorsAccelB Capital GroupB4 CapitalEvolution VC PartnersSilicon VenturesTrifecta Capital Advisors+4 more
San Francisco, US
Ryan King(Founder)inChris Britt(Founder)in
Co-investorsAmino CapitalAspect VenturesCathay InnovationClocktower VenturesCrosslink CapitalFlex Capital Partners+16 more
Clari, merged with Salesloft, provides an AI-powered system for revenue prediction and optimization serving enterprise customers.
AI & Machine LearningSaaSSales TechSunnyvale, US
Venkat Rangan(Executive Officer, Director)Andy Byrne(Executive Officer, Director)
BoardEnrique Salem(Director)inAjay Agarwal(Director)inAaref Hilaly(Director)inMark Gainey(Director)
Co-investorsB Capital GroupB4 CapitalBain Capital VenturesHubSpot VenturesLevel EquityMadrona Venture Group+8 more
ezCater provides a platform for restaurants and catering businesses to grow orders through a marketplace, online ordering system, and delivery management tools.
B2B MarketplacesEnterprise SoftwareFoodTechMarketplacesSaaSBoston, US
Stefania Nappi Mallett(Executive Officer, Director)Edward Briscoe Rodgers(Executive Officer, Director)
BoardDouglas Suliman(Director)Christopher Cuddy(Director)P. Michael Masterson(Director)
Co-investorsICONIQLaunchpad Venture GroupLeft Lane CapitalLightspeed Venture PartnersSoftBank Vision FundWalnut Venture Associates
Harry's makes men's grooming products including razors, shave gels, body and face wash, shampoo, deodorant, and skincare items such as eye creams and moisturizers, sold direct to consumers.
ConsumerDirect to ConsumerE-commerce
Jeff(Co-founder)Andy(Co-founder)
Co-investorsElizabeth Street VenturesGrace Beauty CapitalRed Swan VenturesBullish
Illumio provides a breach containment platform powered by AI security graphs that enables Zero Trust security across hybrid, multi-cloud environments.
AI & Machine LearningCloud ComputingCybersecurityEnterprise SoftwareSunnyvale, US
Andrew Rubin(Co-founder)PJ Kirner(Co-founder)
BoardSteve Herrod(Director)Alan Cohen(Executive Officer, Director)inJoe Lonsdale(Director)inJohn M. Jack(Director)
Co-investors8VCAndreessen HorowitzDCVC (Data Collective)Glynn Capital ManagementHarmony PartnersM33 Growth+8 more
Palmu is a live streaming application that enables real-time connection between broadcasters and viewers through comments and gift-based communication.
Media & EntertainmentSocial
Co-investorsGlobal BrainKDDI Open Innovation FundNOW JapanW Inc.Aozora Corporate Investment
Lumin Digital provides a cloud-based digital banking platform with an embedded AI/intelligence layer, offering retail and commercial banking, analytics, and related services.
Cloud ComputingFintechSaaSSan Ramon, US
Jeff Chambers(Founder)Melinda Davis(Executive Officer)Adam Binaut(Executive Officer)
BoardKevin Sullivan(Director)Ankit Sud(Director)inCharles E. Fagan III(Director)
Co-investorsNewView Capital
Madeira Madeira is a Brazilian e-commerce platform specializing in furniture, home decor, and building materials, offering both online shopping and physical store locations.
E-commerceCuritiba, BR
Daniel Bermudes Scandian(Executive Officer, Director)Marcelo Scandian(Director)Daniel Scandian(Founder)inFabricio Bossle(Director)
BoardHernan Kazah(Director)inChristian Friedland(Director)
Co-investorsFlybridge Capital PartnersKaszek VenturesMONASHEESSoftbank Latin America FundValor Capital Group
Ninetailed offers a personalization platform that enables web teams to create and deliver tailored content experiences without developer support.
AdTechCloud ComputingDeveloper ToolsEnterprise SoftwareMarketing TechSaaSBerlin, DE
Sascha Konietzke(Executive Officer, Director, Promoter)Paolo Negri(Executive Officer, Director, Promoter)Andy Kaiser(Co-founder and CEO; later VP Product at Contentful)Alexander Braunreuther(Co-founder)Steve Sloan(Executive Officer, Director)Margo M Smith(Executive Officer)
Co-investorsBalderton CapitalGaia VenturesGrand VenturesHeavybitMosaic VenturesOMERS Ventures+11 more
Scale provides high-quality training data, model evaluations, and full-stack AI systems for enterprises and governments to build and deploy AI applications.
AI & Machine LearningData & InfrastructureDeveloper ToolsEnterprise SoftwareSan Francisco, US
Alexandr Wang(Founder/CEO)in
Co-investorsAdit Ventures Management, LlcBeyond CapitalCheyenne VenturesCoatue ManagementFelicis VenturesGeodesic Capital+23 more
Slack is an AI-powered communication platform that consolidates conversations, applications, and customer interactions in a single workspace for businesses.
Enterprise SoftwareFuture of WorkSaaSSan Francisco, US
Cal Henderson(Founder)in
Co-investors1991 VenturesAccelAglae VenturesAndreessen HorowitzAtlassian VenturesComcast Ventures+31 more
SmartHR develops a cloud back-office platform for people and organizations, covering HR and labor administration, payroll, attendance management, talent management, employee portals, and IT department solutions.
Future of WorkHealthtechHR TechSaaSTokyo, JP
Co-investorsCoral CapitalGeneral Atlantic500 GlobalPlug and Play Ventures
Solv is a healthcare platform that connects consumers to convenient care providers like urgent care clinics and retail clinics through transparent pricing and online booking.
ConsumerDigital HealthHealthtechMarketplacesSaaSSan Francisco, US
Heather Fernandez(CEO & Co-founder)Daniele Bertini(CTO & Co-founder)Heather Mirjahangir Fernandez(Co-Founder & CEO)Daniele Farnedi(Co-Founder & CTO)Stephen Rossi(Founding Team Member & Chief Revenue Officer)Beth Frensilli(Chief Legal Officer)
Co-investorsBenchmarkAcrew CapitalAspect VenturesCorner VenturesGreylock PartnersNFX+2 more
Unity is a cross-platform real-time development engine and creation platform used by content creators and developers to build games and interactive experiences for mobile, PC, console, and extended reality (XR) devices.
Creator EconomyDeveloper ToolsEnterprise SoftwareGamingSan Francisco, US
Matthew Bromberg(Chief Executive Officer and President)
Co-investorsEdge VCEQUIAMEvolution VC PartnersFounderFuelGP BullhoundiGlobe Partners+12 more
Toss is a mobile financial app that lets users view and manage all their finances in one place, offering free money transfers, fraud-account checks, loan comparison across banks, credit score monitoring, investing, insurance, and payments.
ConsumerFintechInsurTech
Co-investorsAlkeon InnovationBessemer Venture PartnersGaldana VenturesInvariantes FundQualcomm Ventures
Exits Β· 6
IPOs and acquisitions across the tracked portfolioGitLabNASDAQ: GTLBJumpNYSE: UBERLyftNASDAQ: LYFTPinterestNYSE: PINSToastNYSE: TOSTNinetailedacq. by Contentful
Portfolio news
latest coverage across their companiesToast Β· markets.financialcontent.com Β· Aug 18, 2026
Pinterest Β· opportunitiesforyouth.org Β· Jul 30, 2026
Light Β· techcrunch.com Β· Jul 29, 2026
Unity Β· marketscale.com Β· Jul 18, 2026
GitLab Β· kavout.com Β· Jul 17, 2026
Slack Β· stocktitan.net Β· Jul 13, 2026
Scale AI Β· secondtalent.com Β· Jun 30, 2026
Frequently asked questions
- What sectors does Light Street Capital focus on?
- Light Street Capital focuses on AI & Machine Learning, Deep Tech, E-commerce, Fintech, SaaS, Semiconductors.
- Where is Light Street Capital located?
- Light Street Capital is headquartered in Palo Alto, US.
- Does Light Street Capital lead rounds?
- Light Street Capital typically participates in rounds rather than leading them.
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