Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Firms / Lightspeed Faction

Lightspeed Faction

Institutional venture firm · probablePalo Alto, CAfaction.vcSEC registered investment adviserfundraising evidence

venture manager, reported GAV $82M across 4 vehicles

Importance
32
moderate
Active deployment
65
high
Emerging
0
low
Completeness
69
high
Freshness
100
high
Research priority
21
moderate
Identity and regulatory footprint
Headquarters
Palo Alto, CAadviserinfo.sec.gov
Office address
650 PAGE MILL ROAD, Palo Alto, CA, 94304adviserinfo.sec.gov
Business phone
424-239-9940adviserinfo.sec.gov
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Mar 18, 2024
Private funds reported
1 (1 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$81.5Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$289Mthe adviser's RAUM, a regulatory measure, never a fund size
Employees
7
Owners on Schedule A
Lightspeed Venture Partners (Owner), C
business phone
424-239-9940adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
56 observed deals
Stated (the firm’s website)
Sectors
crypto
Stages
seed, series a, early
Geography
united states
Check size
not stated; DFX does not estimate checks from round sizes
Self-described
venture capital
Observed (from deals on record)
Stage at participation
seed 100%
Stage at first entry
seed 100%
Sectors
unknown 95%Other Technology 4%Computers 2%
lead rate 100%follow-on rate 0%new logos, 12 months 56
Funds and vehicles
4 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Lightspeed Faction Fund I, LPFundunknownUnknown$81.5M
Mar 18, 2024
100$0Jul 1, 2022
Lightspeed Faction Fund II, LPFundunknownFundraisingunknownunknown$0
of $200M
Mar 5, 2026
Lightspeed Faction Fund II US Feeder, LPFeeder or parallelunknownFundraisingunknownunknown$0
of $200M
Mar 5, 2026
Lightspeed Faction Principals Fund II, LPFeeder or parallelunknownFundraisingunknownunknown$0
of $200M
Mar 5, 2026
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
7 current, 0 departed
Investments on record
56 edges, 55 companies, 2 partner-attributed
CompanyRoundRolePartnerRound sizeThis investorDateSource
Ammalgamportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Blockskyeportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Bloomportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Coinflowportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Credit Coopportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Crossmint, Inc.portfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Ethenaportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
faction.ethportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
fiammaportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Figure Inc.portfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Flashbotsportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Gaibportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Helioportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Hyperbolicportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
img02portfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
img03portfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
img04portfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
img05portfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Initportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Inversionportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Kaminoportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Latitudeportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Lensportfolio listingleadunknownunknownunknownSep 16, 2026Fact Portfolio company websites (about, investors, press pages)
Lightspeedportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
LO Techportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
MagicBlockportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
medallionportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Meldportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Monadportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Naryaportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Nexusportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Nous Researchportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Omegaportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
OpenMindportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Pharosportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
PhotonPayportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Puffer Financeportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Renaportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Schumanportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Shelfwiseportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Skipportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
storkportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Strata, Inc.portfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
SxTportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Taikoportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
TK Faction pfpportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
TransCryptsportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Turnkeyportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
WeatherXMportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Wintermuteportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
XMTPportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
zerobaseportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
ZKsyncportfolio listingunknownunknownunknownunknownSep 16, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
Diameter PayFunding roundleadTim Khoury (confirmed)$10.0MunknownSep 3, 2026Fact Press release wires (Business Wire, PR Newswire, GlobeNewswire public RSS)
Glacis LabsSeed Round · Seedleadunknown$6.8MunknownJul 15, 2026Fact Press release wires (Business Wire, PR Newswire, GlobeNewswire public RSS)
MeldStrategic RoundleadWill Leas (confirmed)$7.0MunknownJan 14, 2026Fact Press release wires (Business Wire, PR Newswire, GlobeNewswire public RSS)
“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.
Co-investors
40 relationships from shared deals, counted for the whole firm
Variant 3 shared · recurringHack Vc Management, LLC 3 shared · recurringElectric Capital Partners, LLC 2 shared · recurringDlab Ventures LLC 2 shared · recurringBetaworks Ventures Management, LLC 2 shared · recurringParadigm Operations LP 2 shared · recurringN49p Management, LLC 1 shared · one timeCNK Equity Partners I, LLC 1 shared · one timeEthos Manager LLC 1 shared · one timeDarwin Ventures, LLC 1 shared · one timeTarget Global Selected Opportunities LP 1 shared · one timeCadenza 1 shared · one timePathlight Management III, LLC 1 shared · one timeNyca Management LLC 1 shared · one timeA.capital Ventures 1 shared · one time · we led 16th Man Ventures, LLC 1 shared · one timeStrobe Ventures 1 shared · one timeHOF Capital 1 shared · one timeTEN Eleven Ventures, LLC 1 shared · one timeNotation Capital Management, LLC 1 shared · one timeMotley Fool Ventures 1 shared · one timeVillage Global Management, L.L.C. 1 shared · one timeInflection Managing Partner Inc. 1 shared · one timeUnion Square Ventures 1 shared · one timeCollab+currency Management, LLC 1 shared · one timeSJF Management LLC 1 shared · one timeShrug, LLC 1 shared · one timeSilverton Management, L.L.C. 1 shared · one timeQED Investors, LLC 1 shared · one timeEv3 Ventures LLC 1 shared · one timeGVM 1 shared · one timePascal Capital, L.L.C. 1 shared · one timeHypersphere Capital Management LP 1 shared · one timeMMC Ventures Limited 1 shared · one timeScytale Ventures Cayman LLC 1 shared · one timeDiversis Capital 1 shared · one timeHaymaker Ventures LLC 1 shared · one timeFelicis Ventures 1 shared · one timePropel Venture Partners Management Co. 1 shared · one timeBrook Venture Management 1 shared · one time
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
2 dated events
  1. Aug 29, 2022
    Faction Ventures, LLC first filed Form ADV (IA)
  2. Aug 29, 2022
    Lightspeed Faction Fund I, LP first reported on Form ADV by Faction Ventures, LLC (Venture Capital Fund), GAV $177,350,000
Classification history
  1. Sep 12, 2026
    Institutional venture firm (probable, 80%, cls-1)
    venture manager, reported GAV $82M across 4 vehicles
  2. Sep 12, 2026
    Institutional venture firm (probable, 80%, cls-1)
    venture manager, reported GAV $82M across 2 vehicles
Evidence
32 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeregistered_investment_adviserMar 18, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2022-08-29Mar 18, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2024-03-18Mar 18, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture share of reported funds1Mar 18, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone424-239-9940Mar 18, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Employees7Mar 18, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersPalo Alto, CAMar 18, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address650 PAGE MILL ROAD, Palo Alto, CA, 94304Mar 18, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Self-described typeventure_capital
Faction - Blockchain Venture Capital
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Self-described typeventure_capital
Faction - Blockchain Venture Capital
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Portfolio pagehttps://www.faction.vc/
52 entries read
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Portfolio pagehttps://www.faction.vc/
52 entries read
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Private funds reported1Mar 18, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$81.5MMar 18, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Regulatory AUM (adviser, not fund size)$289MMar 18, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Stated geographyunited states
geography words on the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated geographyunited states
geography words on the home page
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorscrypto
sector words on the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorscrypto
sector words on the home page
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated stagesseed,series_a,early
stage words on the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated stagesseed,series_a,early
stage words on the home page
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://www.faction.vc/
0 name/title pairs read
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://www.faction.vc/
0 name/title pairs read
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported1Mar 18, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Websitehttps://www.faction.vc/Mar 18, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Site titleFaction - Blockchain Venture Capital
title tag
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleFaction - Blockchain Venture Capital
title tag
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)