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The Venture Codex

Light Street Capital

505 Hamilton Avenue, Suite 110, Palo Alto, CA, 94301, United States

Overview

Investment management firm focusing on technology and media sectors.

Founded

2010

Deals ยท 12mo

2

Links

WebsiteLinkedIn

Stage focus

Series B
Series D
Series F

Geographic focus

Spain
United States

Sector focus

Cloud Computing
Cloud Security
E-Commerce
Finance
...

Investment portfolio

10rounds
NAMEDATESIZE
iPronics
Sep 2026Led
$125 MSeries B
Lumin Digital
Jul 2026Led
$115 MOther Equity
Ayar Labs
Dec 2024Led
$155 MSeries D
Lumin Digital
Dec 2024Led
$160 MOther Equity
Clari
Jan 2022Participated
$225 MSeries F
Solv
Nov 2020Participated
$27 MSeries B
Toast
Feb 2020Participated
$400 MSeries F
GitLab
Sep 2019Participated
$268 MSeries E
ezCater
Apr 2019Participated
$150 MSeries D
Boxed
Jan 2016Participated
$100 MOther Equity
iPronics
Sep 2026Led
$125 MSeries B
Lumin Digital
Jul 2026Led
$115 MOther Equity
Ayar Labs
Dec 2024Led
$155 MSeries D
Lumin Digital
Dec 2024Led
$160 MOther Equity
Clari
Jan 2022Participated
$225 MSeries F
Solv
Nov 2020Participated
$27 MSeries B
Toast
Feb 2020Participated
$400 MSeries F
GitLab
Sep 2019Participated
$268 MSeries E
ezCater
Apr 2019Participated
$150 MSeries D
Boxed
Jan 2016Participated
$100 MOther Equity
10
Items
Browse all public portfolio deals

Insights

Time horizon

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Deal Distribution

Light Street Capital: 10 funding rounds are recorded in the selected participation categories.All available history.
Light Street Capital: 10 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Series B11
Series C+14
Other Equity21

Monthly Deal Activity

Light Street Capital: 10 deals are recorded across 130 months.All available history.
Light Street Capital: 10 deals are recorded across 130 months. All available history
MonthDeals
Jan '161
Feb '160
Mar '160
Apr '160
May '160
Jun '160
Jul '160
Aug '160
Sep '160
Oct '160
Nov '160
Dec '160
Jan '170
Feb '170
Mar '170
Apr '170
May '170
Jun '170
Jul '170
Aug '170
Sep '170
Oct '170
Nov '170
Dec '170
Jan '180
Feb '180
Mar '180
Apr '180
May '180
Jun '180
Jul '180
Aug '180
Sep '180
Oct '180
Nov '180
Dec '180
Jan '190
Feb '190
Mar '190
Apr '191
May '190
Jun '190
Jul '190
Aug '190
Sep '191
Oct '190
Nov '190
Dec '190
Jan '200
Feb '201
Mar '200
Apr '200
May '200
Jun '200
Jul '200
Aug '200
Sep '200
Oct '200
Nov '201
Dec '200
Jan '210
Feb '210
Mar '210
Apr '210
May '210
Jun '210
Jul '210
Aug '210
Sep '210
Oct '210
Nov '210
Dec '210
Jan '221
Feb '220
Mar '220
Apr '220
May '220
Jun '220
Jul '220
Aug '220
Sep '220
Oct '220
Nov '220
Dec '220
Jan '230
Feb '230
Mar '230
Apr '230
May '230
Jun '230
Jul '230
Aug '230
Sep '230
Oct '230
Nov '230
Dec '230
Jan '240
Feb '240
Mar '240
Apr '240
May '240
Jun '240
Jul '240
Aug '240
Sep '240
Oct '240
Nov '240
Dec '242
Jan '250
Feb '250
Mar '250
Apr '250
May '250
Jun '250
Jul '250
Aug '250
Sep '250
Oct '250
Nov '250
Dec '250
Jan '260
Feb '260
Mar '260
Apr '260
May '260
Jun '260
Jul '261
Aug '260
Sep '261
Oct '260

Sector Breakdown

Light Street Capital: Enterprise Software is the largest displayed sector by deal count (7 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

Light Street Capital: Enterprise Software is the largest displayed sector by deal count (7 deals). All available history
SectorDeals
Enterprise Software7
E-Commerce & Retail3
Space & Frontier Tech2
Marketing & Advertising2
Fintech2
AI & Machine Learning2
Professional Services2
Travel & Hospitality1
Cybersecurity & Privacy1
Data, Analytics & IT1
Networks, Cloud & Communication1
Hardware & Robotics1
Manufacturing1
Health & Life Sciences1
Food & Agriculture1
Developer Tools1

Deal Size Distribution

Light Street Capital: 10 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

Light Street Capital: 10 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M0
$10M-$25M0
$25M-$50M1
$50M-$100M0
$100M-$250M7
$250M-$500M2
$500M-$1B0
$1B+0

Deals By Geography

Light Street Capital: United States has the largest recorded deal count among the displayed regions (9 deals).All available history.

Top 2 of 2 regions; European countries are grouped as Europe.

Light Street Capital: United States has the largest recorded deal count among the displayed regions (9 deals). All available history
RegionDeals
United States9
Europe1
Light Street Capital: 20 co-investors are shown, with NVIDIA sharing 2 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

Click a bubble to open that fund in a new tab.

Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

Light Street Capital: 20 co-investors are shown, with NVIDIA sharing 2 recorded deals. All available history
Co-investorShared deals
NVIDIA2
3M Ventures1
Acrew Capital1
Adage Capital Management1
Advent International1
Affinity Plus1
Alkeon Capital1
Alta Park Capital1
Altimeter Capital1
Amadeus Capital Partners1
AMD Ventures1
Applied Ventures1
Autopilot1
Axial Partners1
B Capital Group1
Bain Capital Ventures1
Balyasny Asset Management1
Benchmark Capital1
Bessemer Venture Partners1
Blackstone1

Investment Strategy

Light Street Capital: Led accounts for 40% and participating for 60% of round participation.All available history.
Light Street Capital: Led accounts for 40% and participating for 60% of round participation. All available history
CategoryDeals (count)Share (%)
Led440%
Participating660%
Light Street Capital: Single-lead accounts for 25% and co-led for 75% of lead dynamics.All available history.
Light Street Capital: Single-lead accounts for 25% and co-led for 75% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead125%
Co-led375%

Team

Bryan Hsu

Analyst

Geoffrey Tate

CEO, Co-Founder & Board Member

Glen Kacher

Founder and CIO

Kan Yuan

Analyst

Kevin Sullivan

Analyst

Shef Osborn

Partner