Investors
Lightspeed Venture Partners
Menlo Park, CAVenture Investor
Multi-stage enterprise and consumer VC
Focus Areas
Enterprise SoftwareConsumer InternetFinTechMarketplace
Industrial AI & Engineering Software Portfolio
Lightspeed Venture Partners has 6 portfolio companies tracked in the ThreadMoat database, with particular concentration in Enterprise Software, Consumer Internet, FinTech. ThreadMoat evaluates each company across seven dimensions: market opportunity, team execution, technology differentiation, funding efficiency, growth metrics, industry impact, and competitive moat. Portfolio companies span the full engineering software stack — from CAD and simulation tools to PLM platforms, MES systems, and industrial AI copilots.
6Portfolio companiesin ThreadMoat
Industrial AI Portfolio (6 companies)
1
Nominal
Cognitive Thread (PLM, MBSE, DT)Los Angeles, USA
4.40
2
Aquant
Augmented Operations (MOM, CMMS, AR/VR, SLM)New York, New York, USA
4.28
3
Cusp AI
Cognitive Thread (PLM, MBSE, DT)Cambridge, UK
4.05
4
Smartex.ai
Factory Futures (MES, IIOT)Porto, Portugal
4.05
5
Ricursive Intelligence
Design Intelligence (CAD)San Francisco, CA, USA
3.98
6
Kalam Labs
Knowledge Engineering (R&D, Learning)San Francisco, CA, USA
3.85
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