The New York firm has nearly $900 million, fewer than 10 new bets a year and a taste for founders still sketching the future. Its wager is that operating experience and patient conviction can beat venture capital by trend cycle.
Spun out of one of the world's most secretive trading firms, Jump Capital has spent a decade quietly funding the infrastructure that markets, money, and software run on - and it prefers the unglamorous parts.
GSR Ventures found Didi, Ele.me and Xiaohongshu while they were still risky ideas. Two decades later, its early-stage playbook remains intact - but the cross-border world that made it distinctive has been redrawn.
Lightspeed has grown from an enterprise-focused Silicon Valley partnership into a global, multi-stage investor. Its newest funds reveal the real strategy: specialist judgment, patient capital and enough range to keep backing a company as the stakes rise.