Theory Ventures Overview

  • Investor Type
  • Venture Capital

  • Status
  • Active

  • Professionals
  • 4

Professionals

  • Investments
  • 25

  • Portfolio
  • 15

  • Exits
  • 5

Exits

Theory Ventures General Information

Company Description

Founded in 2023, Theory Ventures is a venture capital firm based in San Francisco, California. The firm seeks to invest in the technology sector, focusing on software companies that leverage technology discontinuities to gain go-to-market advantages. We are thesis-driven investors deploying a concentrated portfolio model, expecting to take 12-15 core positions in each fund.

Business Details

Website
theoryvc.com
Formerly Known As
Theory Ventures Management LLC
Year Founded
2023
Investor Status
Actively Seeking New Investments
Primary Investor Type
Venture Capital
Corporate Office
  • 1 Ferry Plaza
  • Suite 270
  • San Francisco, CA 94111
  • United States

Theory Ventures Investments (25)

Company Name Deal Date Deal Type Deal Size Industry Company Stage Lead Partner
BackOps AI 16-Sep-2026 Early Stage VC Business/Productivity Software Generating Revenue
Ollama 09-Jul-2026 Software Development Applications Generating Revenue
Allium (Database Software) 23-Jun-2026 Database Software Generating Revenue
Sail (Systems and Information Management) 19-Jun-2026 Systems and Information Management Generating Revenue
Omni Analytics 23-Apr-2026 Business/Productivity Software Generating Revenue
Artemis (Security Services (B2B)) 15-Apr-2026 Security Services (B2B) Generating Revenue
Doss 24-Mar-2026 Business/Productivity Software Generating Revenue
BackOps AI 12-Mar-2026 Business/Productivity Software Generating Revenue
KOAH (Media and Information Services) 24-Feb-2026 Early Stage VC Media and Information Services (B2B) Startup
MotherDuck 01-Jan-2026 Early Stage VC Database Software Generating Revenue
You’re viewing 10 of 25 investments. Get the full list »

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Theory Ventures Exits (5)

Company Name Exit Date Exit Type Exit Size
Aampe 24-Jun-2026 Merger/Acquisition
Datable 14-Oct-2025
Tobiko Data 01-Aug-2025
Context.ai 15-Apr-2025 Merger/Acquisition
Initia Secondary Transaction - Private
To view Theory Ventures’s complete exits history, request access »

Theory Ventures Fund Performance

Fund Name Vintage Size Dry Powder DPI RVPI TVPI IRR

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Theory Ventures Investments by Industry, Year, and Region

Investments by Industry

Investments by Year

Investments by Region

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Theory Ventures Co-Investors (128)

Name With Exits Lead Partner Series Industry
20SALES 3 Series chart Industry bar
Amplify Partners Series chart Industry bar
GV Series chart Industry bar
Madrona Venture Group Series chart Industry bar
Redpoint Ventures Series chart Industry bar
You’re viewing 5 of 128 co-investors. Get the full list »

Theory Ventures FAQs

  • What is Theory Ventures?

    Founded in 2023, Theory Ventures is a venture capital firm based in San Francisco, California.

  • When was Theory Ventures founded?

    Theory Ventures was founded in 2023.

  • Where is Theory Ventures headquartered?

    Theory Ventures is headquartered in San Francisco, CA.

  • What is Theory Ventures's total asset value?

    Theory Ventures has around in total assets under management.

  • How many investments has Theory Ventures made?

    Theory Ventures has made 25 investments.

  • What has Theory Ventures invested in?

    Theory Ventures has made numerous investments in companies like BackOps AI, Ollama, and Allium (Database Software) within the Business/Productivity Software, Software Development Applications, and Database Software industries.

  • What has Theory Ventures invested in recently?

    Theory Ventures's latest investment was on 16-Sep-2026 in BackOps AI, a company within the Business/Productivity Software industry.

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