LAMA Partners (fka FXP)

Name

LAMA Partners (fka FXP)

Legal name

LAMA

Website

https://fxp.com

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Venture Capital

NAICS

Portfolio Management and Investment Advice (523940), Management Consulting Services (54161), All Other Financial Investment Activities (52399)

SIC

Investment Advice (6282), Services-Management Consulting Services (8742)

akta.pro primary industry

Sector-Focused Venture Capital (Vertical Specialists) (FSANAAAD)

akta.pro secondary industries

Micro-VC & Angel Funds (FSANAAAI), Multi-Sector / Generalist Growth Equity (FSANACAO)

Keywords

• Seed-stage venture capital
• Cybersecurity venture investing
• AI infrastructure funding
• Operator-led venture capital
• Enterprise software investment

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Venture Capital Fund Management: LAMA Partners generates returns through equity ownership in seed-stage portfolio companies in cybersecurity and AI. Returns are realized through exits via acquisition, IPO, or secondary sales. The firm invests from inception and works side-by-side with founders to build category leaders.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

LAMA Partners is a seed-stage venture capital firm that invests capital from inception into cybersecurity and AI startups and provides hands-on operational mentorship to founders through a structured five-stage framework. The firm is staffed by former founders who have scaled enterprise companies from zero to hundreds of millions in ARR, and its core service is backing and supporting portfolio founders (e.g., Capsule Security, Orion Security, Jit, Terra, Root) to build category leaders.

Product overview

LAMA Partners is a seed-stage VC firm that backs founders in cybersecurity and AI. Their portfolio includes two primary product companies: Capsule Security, which offers a runtime security platform for AI agents with an associated open-source tool called ClawGuard; and ORION Security, which provides an AI-powered data loss prevention platform. These portfolio companies represent LAMA's investment focus in the cybersecurity and AI security space.

Differentiator

Problem solved

Functional benefit

Products and services

• Seed-stage venture capital investment in cybersecurity and AI startups Equity capital deployment at the inception stage into technical founders building enterprise-focused cybersecurity and AI companies. LAMA typically acts as the earliest institutional investor and participates in subsequent rounds. Examples include leading Capsule Security's $7 million seed round (April 2026) and participating in Orion Security's $32 million Series A (February 2026).
• Hands-on operational mentorship and five-stage founder playbook Structured operational support for portfolio founders across team formation, customer discovery, GTM strategy, sales discipline, forecasting, and scaling — delivered by LAMA's team of former founders and a curated operator network (e.g., network advisor Alicia Stern, ex-Salesforce/Okta/Box, for GTM strategy). The five-stage framework consists of Team Formation, Pain & Solution Validation, Learning Revenue, Early Revenue, and Breakout.

Quantifiable outcome

• Capsule Security: Named a representative vendor in Gartner's market guide
• +3 more outcomes

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability6 records

Feature3 records

Partnerships

Four partnerships are on record, tiered ecosystem and network.

• CrowdStrikeecosystemGTM or Marketing Partner · 15 April 2026Capsule Security (a LAMA Partners portfolio company) was selected as a finalist in CrowdStrike's Startup Accelerator at RSA Conference 2026, competing against nearly 1,000 startups and presenting to investor Robert Herjavec. The accelerator provides visibility, mentorship, and potential commercial partnership within the CrowdStrike ecosystem.
• AWSecosystemGTM or Marketing Partner · 15 April 2026Capsule Security (a LAMA Partners portfolio company) was selected as a finalist in the AWS startup accelerator at RSA Conference 2026, providing cloud ecosystem visibility and potential integration pathways within Amazon Web Services' security partner ecosystem.
• NVIDIAecosystemGTM or Marketing Partner · 15 April 2026Capsule Security (a LAMA Partners portfolio company) was selected as a finalist in the NVIDIA startup accelerator at RSA Conference 2026, gaining visibility within the GPU/AI infrastructure partner ecosystem.
• Alicia SternnetworkOthersAlicia Stern is a network advisor to LAMA Partners with deep expertise in enterprise software sales and go-to-market strategy, previously at Salesforce, Okta, and Box. She provides GTM and sales strategy support to portfolio companies.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• YL Ventures: Israeli-focused seed-stage cybersecurity VC that invests early in founders and provides hands-on GTM support. Highly comparable to LAMA as a specialist cyber seed investor with deep Israel sourcing.
• Grove Ventures: Israel-based early-stage deep tech and cybersecurity investor led by serial entrepreneur Dov Moran. Comparable as an Israel-rooted specialist VC backing technical founders in cyber and deep tech.
• Team8: Israel-based cybersecurity builder and investor that creates and backs enterprise security companies. Comparable as a Tel Aviv-rooted, cyber-focused operator-led investment platform.
• Forgepoint Capital: Cybersecurity-focused venture capital firm that co-led Capsule Security's $7M seed round with LAMA Partners. Directly comparable as a specialist cyber VC with similar thesis.
• Glilot Capital Partners: Israeli early-stage cybersecurity and enterprise software investor. Comparable as an Israel-based cyber seed investor competing for the same founder pool.
• Underscore VC: Boston-based early-stage investor that participated in Orion Security's Series A. Comparable as an operator-led, thesis-driven seed/early fund with overlapping portfolio.
• PICO Venture Partners: Israel-rooted, enterprise-tech focused early-stage investor that co-participated in Orion Security's Series A alongside LAMA. Comparable as an Israel-US cyber-focused seed/early investor.

Broad incumbents

• Norwest Venture Partners: Multi-stage VC that led Orion Security's $32M Series A. Comparable as a major investor in LAMA portfolio companies, with deep cybersecurity portfolio and broad-stage mandate.
• Insight Partners: Large-scale software-focused investor with a deep cybersecurity practice. Comparable as a major capital provider in the cyber category that competes for later-stage rounds of LAMA portfolio companies.
• Bessemer Venture Partners: Multi-stage venture firm with one of the longest-running cybersecurity franchises (Bessemer Cyber Index). Comparable as a broad incumbent that actively invests across the cyber-AI stack.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/lamapartners

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments10 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about LAMA Partners (fka FXP)