Fund profile · Compiled from public sources

Theory Ventures

San Francisco, USA · Pre-seed → Series B

Their stated focus (public profile)

Theory Ventures is an early-stage venture capital firm based in San Francisco that invests $1–40M in software companies leveraging technology discontinuities into go-to-market advantages. The firm is thesis-driven and runs a concentrated portfolio model, targeting 12–15 core positions per fund. Focus areas include AI, data infrastructure, and the modern data stack.

Stages: Pre-seed → Series B

Sectors: AI / ML, Blockchain, Web3, Cybersecurity, Logistics & supply chain, Erp, Data

Check size: $1-40m

On file: 14 companies on record

Website: theoryvc.com

This perch was compiled from public sources — filings, the fund’s own site, public write-ups. None of it is the fund’s own words.

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