vcvibes

Theory Ventures Management, LLCFirm match from fund name (lower confidence)

Theory Ventures II, L.P.

Raising

Raising: Form D reports no first sale yet

Open their pitch form
Vintage
Unknown
Fund size
$450M (Form D)
Stages
Pre-seed, Seed, Series A, Series B
Sectors
Not stated
Regions
CA

01 · Thesis

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

02 · Initial check

$3M to $5.63M (estimated from fund size)

Estimated from Form D

03 · Who to approach

Named on this fund's Form D

  • Tomasz Tunguz, General Partner

04 · Deals

No deals attributed to this fund yet.

05 · Evidence

  • Firm-wideTheory Ventures is an early-stage venture capital firm that invests in software companies that leverage technology discontinuities into go-to-market advantages, using a concentrated portfolio model.

    We invest $1-40m in software companies that leverage technology discontinuities into go-to-market advantages.
    https://theoryvc.com/about

06 · Sources

  1. https://theoryvc.com/about
  2. https://www.sec.gov/Archives/edgar/data/2041112/000204111224000001/

Last verified: Oct 28, 2026