|
|
|
|
Office Locations:
|
1 Ferry Plaza, Suite 270
San Francisco, CA 94111
Phone: 415-504-1976
| | |
|
|
|
|
Information Technology
Software & Internet
|
|
|
With $688 AUM, Theory Ventures is an early-stage venture capital firm based in San Francisco, CA. Theory invests $1-25m in software companies that leverage technology discontinuities into go-to-market advantages. The firm is thesis-driven investors deploying a concentrated portfolio model, expecting to take 12-15 core positions in each fund. Founded in 2023, the firm invests in seed and early stage companies.
|
|
|
|
|
|
|
Investment Firm Key
VC = Venture Capital
PE = Private Equity
A = Angel
I = Incubator
MB = Merchant Bank
VD = Venture Debt
FI = Family Investment Office
FOF = Fund of Funds
ED = Economic Development Office
TT = Technology Transfer Office
CVC = Corporate Venture Capital
SEC = Secondary Purchaser
HF = Hedge Fund/Mutual Fund
|
|
| COMPANY STAGE | REVENUE |
| Venture Capital | |
Seed Stage
(includes "pre-seed," or
concept stage) | No Revenue |
| Early Stage | Minimal
Revenue |
Growth Stage
(also called Mid-stage) | $2M-$7M |
Expansion Stage
(also called Late-stage) | $7M and greater |
| Private Equity | |
| Lower Middle Market | $10M-$249M |
| Middle Market | $250M-$499M |
| Upper Middle Market | $500M-$1B |
| Large Cap | >$1B |
|
|
|
|
|
|
| Name | |
| |
Title | |
|
| Andy Triedman | |
| |
Partner | |
| Lauren DeMeuse | |
| |
Partner & COO | |
| Spencer Farrar | |
| |
Partner | |
| Tomasz Tunguz | |
| |
General Partner | |
|
|
|
Date
|
Name
|
State
|
Amount
|
Stage
|
06/30/2026
|
Allium
|
NY
|
$40,000,000
|
Series B
|
06/25/2026
|
Sail Research
|
CA
|
$80,000,000
|
Seed and Series A
|
04/23/2026
|
Omni AI
|
CA
|
$120,000,000
|
Series C
|
03/12/2026
|
BackOps.ai
|
CA
|
$26,000,000
|
Series A
|
03/03/2026
|
Koah
|
CA
|
$20,500,000
|
Series A
|
07/28/2025
|
Dropzone AI
|
WA
|
$37,000,000
|
Series B
|
|
|
|
|
|
|
|
