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Lightspeed Closes More Than $9 Billion Across Six Funds for AI-First Bets

The raise signals LPs concentrating capital with established venture firms to support capital‑intensive AI bets.

Overview

  • The firm finalized over $9 billion across six vehicles: Fund XV‑A ($980M), Fund XV‑B ($1.2B), Select VI ($1.8B), Opportunity Fund III ($3.3B), Co‑Investment Fund I ($600M), plus $1.25B in single‑investor vehicles.
  • Lightspeed says this is the largest fundraise in its 25‑year history.
  • The $3.3 billion opportunity fund is earmarked for follow‑on investments in the firm’s fastest‑growing portfolio companies.
  • Lightspeed cites a long AI track record with 165 AI‑native companies and more than $5.5B invested, naming Anthropic, xAI, Databricks, Mistral, Glean, Abridge and Skild AI among its bets.
  • Backed by a global institutional LP base, the raise arrives as capital concentrates with top firms; TechCrunch notes 2025 is on pace for the fewest VC fund closings in a decade and reports Lightspeed reportedly wrote a $1B check to Anthropic.