Theory Ventures
Overview
Theory Ventures is a venture capital firm investing $1-25 million in early-stage software startups across theses in data, AI, and web3, with a focus on companies that leverage technology discontinuities into go-to-market advantages.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Omni Analytics, Inc. | Apr 2026 | Series C | Co-investor |
| Omni | Apr 2026 | Series C | Co-investor |
| Sail Research | Jun 2026 | Seed | Co-investor |
| Initia | Sep 2024 | Token Sale | Lead |
| Doss | Mar 2026 | Series B | Co-investor |
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Key People
Tomasz Tunguz
Founder and General Partner
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Theory Ventures based?
Theory Ventures is headquartered in Portola Valley, California, United States.
When was Theory Ventures founded?
Theory Ventures was founded in 2023.
How many portfolio companies does Theory Ventures have?
Theory Ventures has 20 portfolio companies in Caplight's dataset.
What are some companies in Theory Ventures's portfolio?
Portfolio companies visible on Caplight include Omni Analytics, Inc., Omni, Sail Research, Initia, Doss.
What was Theory Ventures's most recent investment shown here?
Theory Ventures's most recent investment in this portfolio sample was in Sail Research in 2026.
What sectors does Theory Ventures focus on?
Theory Ventures focuses on Crypto & Web3, AI, Data & Cloud Infrastructure, Cybersecurity, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Cybersecurity, Enterprise Software, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Enterprise Software, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, FinTech, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Crypto & Web3, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, Enterprise Software, Enterprise Software, Enterprise Software, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, Enterprise Software, AI, Data & Cloud Infrastructure, Enterprise Software, Enterprise Software, Enterprise Software, Enterprise Software, Enterprise Software, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, Enterprise Software.
What company stages does Theory Ventures focus on?
Theory Ventures typically invests at the MultiStage stage.
What is Theory Ventures's AUM?
Theory Ventures's assets under management are estimated between $500.0M and $1.0B.