??????–(BUSINESS WIRE)–(??????)–????(Lightspeed Venture Partners, “Lightspeed”)????,??Lightspeed Venture Partners XIV-A/B, L.P. (“Fund XIV”)?Lightspeed Venture Partners Select V, L.P. (“Select Fund V”)? Lightspeed Opportunity Fund II, L.P. (“Opportunity Fund II”)??????,???????19.8????22.6????23.6????Lightspeed India Partners?????????5????????????(“LSIP Fund IV”)?????,Lightspeed Faction???????????Lightspeed Faction??????????????????????????????????,????????????
?????????????????????12????????????????????????????????,??????500?????????????????????????????????????????????,??????33?IPO?
????????????????????60%,?????????????????,????????????????
Lightspeed Venture Partners XIV-A/B, L.P.
Lightspeed Venture Partners XIV-A/B, L.P.(19.8???)??????????????????????????????????????????????????(????????B?)???????????????????????????????????
??20???,????????????????????????,???????????????????????,????????????????????????(SaaS)??????????????????????????????????,??????????????????????????????????????,????????????????????????????????????????????????????,Paul Murphy?2021???????????,?????????????????????????30%????????????????,2021???????????????????????????????????????12????????,????????????????,???????????????????????????,??????????????,????????????????,??????????????,????????100?????????????15???,????6?????????????????????Stripe?Yelp???????Justin Overdorff?2021???????????,?????????????????,????????????????????
???????Arif Janmohamed??:”??????????????????,?????????????????????????????????????????????????????????????????????,??????,????????????????????????????”
???????Nicole Quinn??:”?????????????????????????,???????????,????????????????????,??????????IPO???????????,????????—-?????????????????????”
Lightspeed Venture Partners Select V, L.P.
?????????????,????????????????,????????????,?????????????Lightspeed Venture Partners Select V, L.P.(22.6???)???????????????????,????????????????????????Select V???????????????????????????,??????????????????????????????????????,???????????????22?????????,???????Affirm?Blend?Clever?Grab?Hillevax?Honest Company?Outbrain?Pensando?TeneoBio?TeneoTwo?IPO?????,????????????27????????
???????Will Kohler??:”??????????20????????—-?????????,???????????????????,????????????,???????????,???????????,???????????,?????????????????????????????????????????,????????????,??????????????,???????????”
?????????Michael Romano??:”????,??????????,?????????,??????????????????????????????……?????????????????????????????????,???????2000??????2009???????????????????????????????????????????,?????????”
Lightspeed Opportunity Fund II, L.P.??????????????
???????????????????????????2021?,????????????????????????????????,?????2021??????????????20????????????????????????????????????????????????
Lightspeed Opportunity Fund II, L.P.(23.6???)??????????????,???????????????????????????,????????????????????,?????????????????????????????????????
Lightspeed India IV?5?????????,??????2007??????????,????????????????????????????India IV,????????Select?Opportunity??????????????????????????????,???????(??????????????)??????28?????,??????????????????
?????????????Oyo?Byju’s?Grab?Acko?Razorpay?Udaan?Sharechat?Innovaccer???????????,???????????????????????????????????????????????????????????
?2021?11???9.2???????????,???????????????????????????SaaS?????????????????????20????????????,????????????????Epropusion,????????????????Agilines?2021?,??????????????????????????????????IPO,???Full Truck Alliance (NYSE:YMM)?????(SH:688316),????????????????
????????????????????,????????????????????????,??????????????????????????,???????Bejul Somaia?????????????,??????????????????,???????????????????Bejul?2008???????,????????????????????????????????,??????????,????????????????????????
???????Bejul Somaia??:”21???,????????????????????,??????????????,???????12?????70??????????????????,???????????????????,?????????????????,??????????????????????,??????????????”
Lightspeed Faction (“Faction”)
???????,?????????????????????????????,???????????????????—-Faction,??????????????Faction (https://www.faction.vc/)??????????????????????,????????????,???????????????Faction?????Sam Harrison?Banafsheh Fathieh??,???????????????????????
Faction????,??????????????????,?????????????,???????????IT?????????????????????????????????,??????????????????????????????????????,?????????????????????????????????,??????????????????,????????????????????
Lightspeed Faction?????Sam Harrison??????Banafsheh Fathieh??:”????????????,?????????????????????Faction?????????????????????????????????????????”
???????Ravi Mhatre??:”?2013?3???,???????????????????,?????????????????????????????????????????????????,???????web2?web3???????,?????Faction???????????????,????????????????,???????????????????”
????,???????????????????????????????????????????,????????????????,???????????????????
??????
????????????????,?????????????????????????????????????????,??????????????????,???????????500????,????Affirm?Carta?Cato Networks?Epic Games?Faire?Forty Seven?FTX?Guardant Health?Mulesoft?Netskope?Nutanix?Rubrik?Sharechat?Snap?TripActions?Udaan?Ultima Genomics????????,??????????????????180???,??????????????????????????????????????www.lsvp.com
????:??????????????????????????,??????,????????????????
??????–(BUSINESS WIRE)–(??????)–????(Lightspeed Venture Partners, “Lightspeed”)????,??Lightspeed Venture Partners XIV-A/B, L.P. (“Fund XIV”)?Lightspeed Venture Partners Select V, L.P. (“Select Fund V”)? Lightspeed Opportunity Fund II, L.P. (“Opportunity Fund II”)??????,???????19.8????22.6????23.6????Lightspeed India Partners?????????5????????????(“LSIP Fund IV”)?????,Lightspeed Faction???????????Lightspeed Faction??????????????????????????????????,???????????? ?????????????????????12????????