LightSpeed Holdings · 01 Travel · Partner Relations

Global Partner Tour

LightSpeed Holdings

Nine days across New York, London and Tokyo. Fourteen partner meetings.

Day 4 of 914 – 22 Oct 2026E. Vance · M. Hale Next: BA 178 · 14:35
New York at first light
New York · 06:40Lower Manhattan from the 41st floor. The tour opens here.
New York 14–17 OCT · JFK London 17–19 OCT · LHR Tokyo 19–22 OCT · HND
  • BA 178New York → London17 Oct · 14:35
  • JL 44London → Tokyo19 Oct · 11:20
  • JL 4Tokyo → New York22 Oct · 17:05
Trip progress · day 4 of 944%
New York · complete London · under way Tokyo · ahead

The Trip at a glance

Days on the road
0
14 Oct departure, 22 Oct home
Partner meetings
0
0 held · 8 scheduled
Distance flown
0km
Three sectors, westbound the long way
Budget drawn
$0
of $26,000 approved · 71%

Three Clocks and the week’s weather

New York
—
--:--:--
MTWTFSS
London
—
--:--:--
MTWTFSS
Tokyo
—
--:--:--
MTWTFSS

Day by Day

01
Tue 14 Oct
Arrive New York
Wheels down, and a quiet first night

Nothing scheduled after landing. The Wednesday board call is already in the calendar for 08:00 local.

09:20BA 117 · London Heathrow to JFKFlight
12:05Land JFK · Terminal 7, car bookedArrive
15:40Check in · The Warren, TribecaStay
19:30Dinner alone. Read the Halvorsen deck.Meal
The Warren, room 1104 The Warren · Room 1104
02
Wed 15 Oct
New York
Four meetings and the Halvorsen renewal

The heavy day. Halvorsen Manufacturing is the one that matters — the three-year renewal sits at $24.0M and their new CFO has not met us.

08:00Board call · group dial-inCall
10:30Halvorsen Manufacturing · renewal, floor 22Meeting
12:45Lunch · Midtown, with the Halvorsen teamMeal
15:00Northgate Logistics · quarterly reviewMeeting
17:30Ashworth Partners · introduction onlyMeeting
Halvorsen headquarters Halvorsen HQ · Floor 22
03
Thu 16 Oct
New York
Site visit across the river, then back by four

Half a day out at the Newark plant. Back with enough time to write the visit note before dinner.

07:50Rail · Penn Station to NewarkRail
09:30Newark plant walk · lines 3 and 4Visit
13:00Return leg · write the note on boardAdmin
19:00Board dinner · West VillageMeal
Penn Station platform Penn Station · 07:44
04
Fri 17 Oct
New York → London
Overnight east, and the Lumen first look

Today. BA 178 at 14:35 from JFK. Lumen Digital is a first look, not a decision — the term sheet is three weeks out at the earliest.

09:00Check out · settle The Warren folioAdmin
14:35BA 178 · JFK to London HeathrowFlight
07:20Check in · Cheval House, MaryleboneStay
19:00Lumen Digital · founders, informalMeeting
London on arrival London · the 19:00 room is ten minutes from here
05–06
18–19 Oct
London
Two working days, one open evening

Saturday is deliberately light. The Sunday flight east leaves at 22:10, which buys a full working day before it.

10:00Lumen Digital · data room walkthroughMeeting
14:00Cavendish Capital · co-invest conversationMeeting
—Saturday evening held openOpen
22:10JL 44 · Heathrow to HanedaFlight
07–09
20–22 Oct
Tokyo → home
The fund conversations, then home

Three days of investor meetings around Marunouchi, closing with the annual review at Anchor Point. Home Wednesday afternoon.

MonAnchor Point · annual reviewMeeting
TueThree investor conversations · MarunouchiMeeting
TuePortfolio dinner · 14 attendingMeal
Wed 13:40JL 43 · Haneda to HeathrowFlight
Tokyo Marunouchi · Monday 09:10

Stays three cities, three folios

The Warren

The Warren

Tribeca, New York · 14–17 Oct · 3 nights
★★★★☆
$412 / night · confirmed
Cheval House

Cheval House

Marylebone, London · 17–19 Oct · 2 nights
★★★★★
$388 / night · confirmed
Hotel Kiyomi

Hotel Kiyomi

Marunouchi, Tokyo · 19–22 Oct · 3 nights
★★★★☆
$505 / night · held, not paid

Budget $26,000 approved · $18,400 drawn

Live · next movement in --:--:-- · BA 178, JFK gate 12

Connected