Theory Ventures Management, LLC
SEC exempt reporting adviser (venture capital exemption).
- Website
- https://theory.ventures/
- HQ
- CA
Theory Ventures is an early-stage venture capital firm that invests in software companies turning technology discontinuities into go-to-market advantages, using a concentrated portfolio model. Its listed partners include Andy Triedman, Lauren DeMeuse, Spencer Farrar, and Tomasz Tunguz. Portfolio companies span AI agents, blockchain infrastructure, security data, analytics, and business intelligence.
01 · Says / Does
| Tag | Says | Does |
|---|---|---|
| Stages | Pre-seed, Seed, Series A, Series B | Not enough dated deals |
| Sectors | Not stated | Not enough dated deals |
| Regions | CA | Not enough dated deals |
Says: what the firm's funds state. Does: from 0 dated deals in the last 24 months.
02 · Fund history
| Fund | Year | Size | Status |
|---|---|---|---|
| Theory Ventures Corollary I, L.P. Theory Ventures is an early-stage venture firm investing in software companies that leverage technology discontinuities into go-to-market advantages. It runs a concentrated portfolio, targeting 12-15 core positions per fund, at inception through Series B stages. Inferred from the firm's website | approx. 2026 | $100M (Form D) | Raising |
| Theory Ventures II, L.P. Theory Ventures is an early-stage venture firm investing in software companies that leverage technology discontinuities into go-to-market advantages. It runs a concentrated portfolio, targeting 12-15 core positions per fund, at inception through Series B stages. Inferred from the firm's website | approx. 2024 | $450M (Form D) | Raising |
| Theory Forge Ventures, L.P. Theory Ventures is an early-stage venture firm investing in software companies that leverage technology discontinuities into go-to-market advantages. It runs a concentrated portfolio, targeting 12-15 core positions per fund, at inception through Series B stages. Inferred from the firm's website | 2024 | $9.53M to $25M (Form D) | Open, writing first checks |
| Theory Ventures, L.P. Theory Ventures is an early-stage venture firm investing in software companies that leverage technology discontinuities into go-to-market advantages. It runs a concentrated portfolio, targeting 12-15 core positions per fund, at inception through Series B stages. Inferred from the firm's website | approx. 2023 | $235M (Form D) | Open, writing first checks |
03 · People across funds
- Benjamin Parr, Managing Member of the General Partner
Theory Forge Ventures, L.P. (Named on Form D)
- Matthew Schlicht, Managing Member of the General Partner
Theory Forge Ventures, L.P. (Named on Form D)
- Tomasz Tunguz, General Partner
Theory Ventures Corollary I, L.P. (Named on Form D); Theory Ventures II, L.P. (Named on Form D); Theory Forge Ventures, L.P. (Team); Theory Ventures, L.P. (Team)
- Tomasz Tunguz-Zawislak, Managing Director of the Issuer's General Partner
Theory Ventures, L.P. (Named on Form D)
- Andy Triedman, Partner
Theory Ventures Corollary I, L.P. (Team); Theory Ventures II, L.P. (Team); Theory Forge Ventures, L.P. (Team); Theory Ventures, L.P. (Team)
- Lauren DeMeuse, Partner & COO
Theory Ventures Corollary I, L.P. (Team); Theory Ventures II, L.P. (Team); Theory Forge Ventures, L.P. (Team); Theory Ventures, L.P. (Team)
- Spencer Farrar, Partner
Theory Ventures Corollary I, L.P. (Team); Theory Ventures II, L.P. (Team); Theory Forge Ventures, L.P. (Team); Theory Ventures, L.P. (Team)
- Adam Conway, Senior AI Engineer
On the team page, not linked to a fund
- Amber Mante, Head of Human Intelligence
On the team page, not linked to a fund
- Beth Scheer, Head of Talent Intelligence
On the team page, not linked to a fund
- Bryan Bischof, Head of AI
On the team page, not linked to a fund
- Kristin Beach, CFO
On the team page, not linked to a fund
- Melanie Rosenberg, Senior AI Engineer
On the team page, not linked to a fund
- Mischa Lamoureux, AI Engineer
On the team page, not linked to a fund
- Panth Bhasvar, AI Engineer
On the team page, not linked to a fund
- Rafael Jara-Simkin, Head of Sales Intelligence
On the team page, not linked to a fund
04 · Recent deals
No dated deals found yet.
05 · Latest from the firm
No news from the firm's website yet.
06 · Sources
- https://theory.ventures/
- https://theoryvc.com/
- https://theoryvc.com/team
- https://theoryvc.com/portfolio
- https://theoryvc.com/about
Fund dates and sizes are from SEC Form D filings.
Last verified: Oct 28, 2026