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Firm & fund profile / Sourced portfolio

Lightspeed Venture Partners

Tracked participation in 22 Atlas companies, with 15 explicitly attributed leads.

Firm website ↗

22portfolio companies

52round participations

15lead positions

$5.1Bled round total

Conviction

Most recent leads

The latest rounds this investor is sourced as leading, newest first.

Oct 2025Fireworks AISeries C$250Mat $4B valuation Jul 2025ComposioSeries A$25M Mar 2025DexteritySeries C$95Mat $1.7B valuation Mar 2025Reflection AISeries A$105Mat $555M valuation Mar 2025AnthropicSeries E$3.5Bat $61.5B valuation Jul 2024Skild AISeries A$300Mat $1.5B valuation

Capital activity

Portfolio

CompanyLatest valuationFirst → latestRoundsRoleAttributed partner

FAFireworks AI$17.5BOct 2025 → Jul 20262 rounds1 led—

SSuno$5.4BMar 2023 → Jun 20264 rounds1 led—

DDexterityPhysical AIDexterity is a private robotics and “Physical AI” company building enterprise industrial robots and a software…$1.7Bvaluation$357.4MraisedRecent roundsRegulation D exempt offering (follow-on; series designation not stated in Form D) · Jun 2026$5MSeries C - II · Jun 2026$5M · Lightspeed Venture Partners, Matter Venture PartnersSeries C · Mar 2025$95M · led by Lightspeed Venture Partners, Sumitomo CorporationDexterity$1.7BJul 2020 → Jun 20264 rounds2 led—

AAnthropic$965BMar 2025 → May 20264 rounds1 led—

GGranola$1.5BMay 2023 → Mar 20265 rounds2 led—

EElevenLabs$11BFeb 2026 → Feb 20261 roundParticipant—

SASkild AI$14BJul 2024 → Jan 20263 rounds2 led—

AArena$1.7BMay 2025 → Jan 20262 roundsParticipant—

RAReflection AI$8BMar 2025 → Oct 20252 rounds1 led—

MAMistral AI$11.7BJun 2023 → Sep 20254 rounds1 led—

CComposio—Jul 2025 → Jul 20251 round1 led—

GGlean$7.2BMar 2021 → Jun 20256 rounds1 led—

SSSafe SuperintelligenceFrontierSafe Superintelligence Inc. (SSI) is an American AI research lab focused on building “safe superintelligence,”…$32Bvaluation$5BraisedRecent roundsStrategic partnership / investment (amount undisclosed) · Jul 2026NVIDIAAdditional funding round (reported) · Apr 2025$2B · led by Greenoaks Capital Partnersgrowth funding round · Apr 2025$2B · led by Greenoaks CapitalSafe Superintelligence$32BApr 2025 → Apr 20252 roundsParticipant—

AAbridge—Feb 2024 → Feb 20252 rounds1 led—

SSpaceXAIFrontierxAI (trading as SpaceXAI on its current website) is an AI frontier-lab building and deploying Grok-family…$230Bvaluation$52.1BraisedRecent roundsSeries E · Jan 2026$20B · Baron Capital Group, Cisco Investments +6Equity financing (round details/label not specified in source) · Sep 2025$10B · Kingdom Holding Co., Prince Al Waleed bin Talal +2Debt + strategic equity (reported as completed; not labeled as a numbered Series in the source) · Jun 2025$10B · Morgan StanleySpaceXAI—Dec 2024 → Dec 20241 roundParticipant—

CCuspAI—Jun 2024 → Jun 20241 roundParticipant—

PPika$470MNov 2023 → Jun 20242 rounds1 led—

ACAugment Code$977MApr 2024 → Apr 20241 roundParticipant—

XTXaira Therapeutics—Apr 2024 → Apr 20241 roundParticipant—

LLangfuse—Nov 2023 → Nov 20231 roundParticipant—

KKodiak—Aug 2018 → Nov 20212 roundsParticipant—

AAuroraPhysical AIAurora Innovation (NASDAQ: AUR) is a public self-driving technology company focused on commercial autonomous…$3.9BraisedRecent roundsATM program (equity capital raised during Q2 2026) · Jun 2026$221M · ATM buyers (not individually specified in Form 10-Q)Equity public offering (upsized) · Aug 2024$483M · Public offering investors (not individually specified in press release)Equity public offering + concurrent private placement · Jul 2023$820M · Private placement investors (not individually specified in press release), Public offering investors (not individually specified in press release)Aurora—Feb 2019 → Feb 20191 roundParticipant—

DateCompanyRoundRaisedValuationRoleEvidence

Jul 15, 2026FAFireworks AISeries D$1.5B$17.5BParticipant