Recommendations from Adrian at Lightspeed
breakout companies you should look at
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To help you figure out what’s next, we asked Adrian Radu (partner at Lightspeed) for recommendations on companies they would recommend people think about joining. Below you’ll find their answers, as well as explanations as to what makes each company particularly special.
Adrian’s recommendations:
Moment
Moment is building the next generation of fixed-income trading infrastructure with its all-in-one platform for data, execution, and portfolio/risk management. Fixed income markets are evolving rapidly, with the shift to electronic trading and increased regulatory scrutiny on best execution. By abstracting the complexities of fixed-income trading, Moment fills a significant gap in a market three times larger than equities. Moment is well-positioned to become the operating system for fixed income. Dylan, Dean, and Ammer form a formidable trio, consistently earning the admiration of established wealth managers.
Noetica
Noetica's AI-driven platform redefines how corporate debt transactions are analyzed and benchmarked. With over $350 billion in benchmarked corporate transactions and a strong foothold among top-tier law firms and investment banks, Noetica utilizes ML models to quickly determine market terms for public and private deals— a critical pain point in legal tech. The company is reshaping how transactions are evaluated and is a transformative force in this space (Lightspeed portfolio company). The team at Noetica has been on the other side of the table and brings a unique perspective into the pain points of this market.
Abridge
Abridge is building the AI-enabled interaction layer in healthcare, turning patient-clinician conversations into structured clinical notes in real time. We are at a critical market inflection point where health systems are rapidly adopting modern clinical documentation tools. Abridge is leading the charge with its fully autonomous, integrated system (Lightspeed portfolio company). The company has the potential to redefine the intersection between patient-clinician relationships and usher healthcare into the new era of AI.
Metronome
Metronome is the next-gen usage-based pricing platform, taking a data observability approach to billing systems. As we move towards co-pilots and AI agents, value alignment in software will change significantly, with pricing increasingly based on compute, similar to databases. Metronome’s flexible pricing engine handles real-time, enterprise-scale data, with a developer-first approach. Scott and Kevin at Metronome are thinking two steps ahead, envisioning a future economy where subscriptions might seem like an anomaly.