Fundraising Fox

Light Street Capital

Crossover fund

Palo Alto

Fox Verdict
Sign up to see your fit

Investment thesis

Invests in later-stage growth companies, often ≥$50M run-rate, typically committing around $25M 2–4 years pre-IPO, leveraging long/short public-market insights and global sourcing beyond Silicon Valley.

Source: firm website, verified Sep 1, 2026.

HQ
Palo Alto, US
Leads rounds
Follows
Last 12 months
1 investment
AUM
$1.6B
Tracked investments
25

What they invest in

from 23 of 25 portfolio companies

SaaS ×10Enterprise Software ×8AI & Machine Learning ×7Cloud Computing ×4Consumer ×4Developer Tools ×4Fintech ×4Marketplaces ×4

HQs:United States×16Japan×2Brazil×1Germany×1Spain×1India×1

Investments · 25 tracked

founders shown can be your intro path

By year:2026 · 12021 · 12020 · 12018 · 14 dated

GitLabgitlab.comin𝕏NASDAQ: GTLB

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)in

BoardBruce Armstrong(Director)in

Co-investorsAlkeon InnovationAugust CapitalBase PartnersBling CapitalCategory VenturesCoatue Management+21 more

Lyftlyft.com𝕏NASDAQ: LYFT

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.

ConsumerEnterprise SoftwareMarketplacesMobility & TransportationSaaSSan Francisco, US

Logan Green(Co-founder & CEO)inJohn Zimmer(Co-founder & President)inDavid Risher(CEO)in

Co-investorsAglae VenturesAllied Venture PartnersAlpha Wave GlobalAndreessen HorowitzAutotech VenturesBling Capital+41 more

Pinterestpinterest.comNYSE: PINS

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 & CDO)Ben Silbermann(Co-founder & CEO)inPaul Sciarra(Co-founder)Mike Yang(Executive Officer)Natalie Fair(Executive Officer)Bill Readyin

Co-investorsA.Capital VenturesA*Acequia Capital (AceCap)Allied Venture PartnersAmakorAndreessen Horowitz+52 more

Toasttoasttab.cominNYSE: TOST

Toast provides a restaurant management platform combining point-of-sale hardware (Flex POS, Toast Go 3 handheld) with software tools for online ordering, payroll, and other operations.

FintechFoodTechRetail TechSaaSBoston, US

Stephen Fredette(Executive Officer, Director, Promoter)Jonathan Grimm(Director, Promoter)inAman Narang(Director, Promoter)inChristopher Comparato(Executive Officer, Director)

BoardSteve Papa(Director, Promoter)

Co-investorsBessemer Venture PartnersEvolution VC PartnersF-Prime CapitalGlynn Capital ManagementMastryRiot Ventures+2 more

Uberuber.comin𝕏NYSE: UBER

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*ACME CapitalAcross Capital PartnersAglae Ventures+66 more

Ayar Labsayarlabs.comin𝕏

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-investorsNVIDIAAlumni VenturesBasecamp FundBerkeley FrontierBlue Bear VenturesCastor Ventures (an Alumni Ventures Fund)+16 more

BlackBuckblackbuck.comin

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 PartnersPeak XV PartnersSand Hill Angels+11 more

Chimechime.com

Chime is a US financial technology company offering fee-free checking and savings accounts, debit and credit-builder cards, early access to direct-deposited pay and no-fee overdraft cover.

San Francisco, US

Ryan King(Co-founder)inChris Britt(Co-founder & CEO)in

Co-investorsAmino CapitalAspect VenturesCathay InnovationClocktower VenturesCoatue ManagementCrosslink Capital+18 more

Clariclari.cominMar 2018

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)inAndy Byrne(Executive Officer, Director)in

BoardEnrique Salem(Director)inAjay Agarwal(Director)inAaref Hilaly(Director)inMark Gainey(Director)

Co-investorsB Capital GroupB4 CapitalBain Capital VenturesHubSpot VenturesLevel EquityMadrona Venture Group+9 more

Ezcaterezcater.comin

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-investorsICONIQInsight PartnersLaunchpad Venture GroupLeft Lane CapitalLightspeed Venture PartnersSoftBank Vision Fund+1 more

Harry'sharrys.com𝕏

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)Jeffrey Raider(Founder)in

Co-investorsElizabeth Street VenturesGrace Beauty CapitalRed Swan VenturesBullish

Illumioillumio.comin𝕏

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)inPJ Kirner(Co-founder)in

BoardSteve Herrod(Director)Alan Cohen(Executive Officer, Director)inJoe Lonsdale(Director)inJohn M. Jack(Director)

Co-investors8VCAccelAndreessen HorowitzDCVC (Data Collective)Glynn Capital ManagementHarmony Partners+8 more

iPronicsipronics.comin𝕏

iPronics develops programmable optical switches and photonic processors designed for AI networking infrastructure.

AI & Machine LearningDeep TechHardwareSemiconductors

Daniel Pérez López(Founder)in

Co-investorsAmadeus Capital PartnersBosch VenturesCriteria Venture TechFine Structures VenturesRobert Bosch Venture CapitalTriatomic Capital+2 more

Lightlight-inc.comJul 2026 · $115M

Palmu is a live streaming application that enables real-time connection between broadcasters and viewers through comments and gift-based communication.

Media & EntertainmentSocialTokyo, JP

金 靖征(代表 (Representative))

Co-investorsGlobal BrainKDDI Open Innovation FundNOW JapanW Inc.Aozora Corporate Investment

Lumin Digitallumindigital.comin

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 & Chief Executive Officer)inMelinda Davis(Executive Officer)inAdam Binaut(Executive Officer)

BoardKevin Sullivan(Director)Ankit Sud(Director)inCharles E. Fagan III(Director)

Co-investorsNewView Capital

Madeiramadeiramadeiramadeira.com.brin𝕏

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

Marcelo Scandian(Director)inDaniel Scandian(Founder)inFabricio Bossle(Director)in

BoardHernan Kazah(Director)inChristian Friedland(Director)Paulo Passoni(Director)in

Co-investorsFlybridge Capital PartnersKaszek VenturesMONASHEESSoftbank Latin America FundValor Capital Group

Ninetailedninetailed.ioin𝕏Jul 2021acquired by Contentful · Aug 2024

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 CapitalCherry VenturesGaia VenturesGrand VenturesHeavybitMosaic Ventures+11 more

NVIDIAnvidia.comin𝕏

NVIDIA designs GPUs, AI computing hardware, and software platforms for AI development, data centers, autonomous vehicles, and robotics, serving developers, researchers, and enterprises.

AI & Machine LearningCybersecurityHardwareSemiconductorsSanta Clara, US

Jensen Huang(CEO)inNader Khalilin

Co-investorsDigerati InvestmentsFirestreak VenturesNVenturesPRIMEPULSE SESequoia CapitalSmartGateVC+8 more

Scale AIscale.comin𝕏

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(Co-founder & CEO)inLucy Guo(Co-founder)in

Co-investorsAccelAdit Ventures Management, LlcBeyond CapitalCheyenne VenturesCoatue ManagementElad Gil+33 more

Slackslack.comin𝕏Acquired

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(Co-founder & CTO)inStewart Butterfield(Co-founder & CEO)in

Co-investors1991 VenturesAccelACME CapitalAcrew CapitalAglae VenturesAndreessen Horowitz+36 more

Smart HRsmarthr.co.jp𝕏

SmartHR is a Japanese company that builds cloud-based HR and human capital management software for businesses.

Cloud ComputingFuture of WorkHealthtechHR TechSaaSTokyo, JP

宮田昇始(Founder)Kensuke Naito(Founder)in芹澤(代表取締役CEO)Takafumi KurahashiinShoji MiyatainYota Kojimain

Co-investors500 GlobalCoral CapitalGeneral AtlanticPlug and Play Ventures

solvsolvhealth.comin𝕏Nov 2020

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

Daniele Bertini(CTO & Co-founder)Heather Mirjahangir Fernandez(Co-Founder & CEO)Daniele Farnedi(Co-Founder & CTO)inStephen Rossi(Founding Team Member & Chief Revenue Officer)Beth Frensilli(Chief Legal Officer)inRob Rohatsch(Chief Medical Officer)

Co-investorsBenchmarkAcrew CapitalAspect VenturesCorner VenturesGreylock PartnersNFX+2 more

Spainmetlife.esin

MetLife's Spanish operation offers life and accident insurance products for individuals and businesses, providing flexible, customizable coverage plans.

FintechInsurTech

Co-investorsMetLife Investment ManagementMaverick SiliconNVIDIA

Unity Softwareunity.comin𝕏

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.

AdTechCreator EconomyDeveloper ToolsEnterprise SoftwareGamingSan Francisco, US

David Helgason(Co-founder & CEO 2004–2014)inJoachim Ante(Co-founder & CTO 2004–2023)Nicholas Francis(Co-founder & Chief Creative Officer 2004–2013)inMatthew Bromberg(Chief Executive Officer and President)in

Co-investorsEdge VCEQUIAMEvolution VC PartnersGP BullhoundiGlobe PartnersInterlace Ventures+13 more

Viva Republicatoss.im𝕏

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

SG Lee 님(Founder)in

Co-investorsAlkeon InnovationBessemer Venture PartnersG SquaredGaldana VenturesInvariantes FundQualcomm Ventures+5 more

Exits · 6

IPOs and acquisitions across the tracked portfolio

GitLabNASDAQ: GTLBLyftNASDAQ: LYFTPinterestNYSE: PINSToastNYSE: TOSTUberNYSE: UBERNinetailedacq. by Contentful

Portfolio news

latest coverage across their companies

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.

Similar investors

Featured in lists