Company Overview
LGND is building foundational AI infrastructure for Earth intelligence. The team previously built Clay, widely regarded as the leading open-source geospatial foundation model, and among the first to demonstrate how large transformer models could be applied to satellite and Earth observation data. LGND builds on that foundation with a full-stack platform for creating, storing, and serving geo-embeddings that make satellite data searchable, composable, and interoperable across time and space. This unlocks more than just cost and complexity reductions: it enables a step-change in the speed and scalability of insight generation, transforming Earth data from a slow, manual asset into a dynamic, real-time information layer, and allows analysts, developers, and AI agents to rapidly deploy geospatial applications without deep expertise.
Thesis Fit
LGND is a GEOINT company in the Distribution layer—turning raw satellite data into usable, actionable intelligence that can flow into real-world applications. As Earth observation (EO) expands in volume and resolution, the central challenge shifts from collecting data to unlocking its value at scale. LGND solves this by embedding EO data into an AI-native format, enabling it to be searched, reasoned over, and deployed in downstream use cases—from wildfire underwriting and conservation monitoring to supply chain visibility and government intelligence. This aligns with our thesis that the next generation of GEOINT requires foundational infrastructure that helps unlock a new level of utility in high-value workflows where customers can unlock step-changes in insight velocity, decision-making, and real-world impact.
