Theory Ventures
theoryvc.com Direct investor
Theory Ventures is an early-stage venture capital firm based in San Francisco, investing in software companies that leverage technology discontinuities. It focuses on AI and data infrastructure, with a concentrated portfolio model.
Theory Ventures is a venture capital firm headquartered in San Francisco, United States, founded in 2023. It invests directly in companies, from seed to Series B, in AI, data Infrastructure and software. Its stated cheque size is $1-40m. $688m under management, as it reports.
“We invest $1-40m in software companies that leverage technology discontinuities into go-to-market advantages.”
— Theory Ventures, own website
- Layer
- Direct investor
- Type
- Venture capital
- Headquarters
- San Francisco, United States
- Sectors
- AI, Data Infrastructure, Software
- Cheque size
- $1-40m
- Founded
- 2023
- Assets under management
- $688m
Team, as Theory Ventures publishes it
- Adam Conway Senior AI Engineer
- Amber Mante Head of Human Intelligence
- Andy Triedman Partner
- Beth Scheer Head of Talent Intelligence
- Bryan Bischof Head of AI
- Kristin Beach CFO
- Lauren DeMeuse Partner & COO
- Melanie Rosenberg Senior AI Engineer
- Mischa Lamoureux AI Engineer
- Panth Bhasvar AI Engineer
- Rafael Jara-Simkin Head of Sales Intelligence
- Spencer Farrar Partner
Names and roles exactly as listed on theoryvc.com. Nothing else about these people is recorded.
Co-invests most often with
Derived from portfolio pages both investors publish themselves: each pair below lists at least one company in common. 28 co-investors found.
- Amplify Partners 3 shared companies: maze.co, allium.so, motherduck.com
- Madrona Venture Group 3 shared companies: motherduck.com, doss.com, dropzone.ai
- Felicis Ventures 2 shared companies: maze.co, motherduck.com
- Next Legacy Management, LLC 1 shared company: maze.co
- Seedcamp 1 shared company: maze.co
- Episode 1 Ventures 1 shared company: superlinked.com
- Index Ventures 1 shared company: superlinked.com
- MMC Ventures 1 shared company: superlinked.com
- Samsung Next 1 shared company: superlinked.com
- ZAKA VC 1 shared company: superlinked.com
and 18 more — the graph.
Where this comes from
Every fact above was read from a page Theory Ventures publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://theoryvc.com/name
- https://theoryvc.com/aboutis_investor, layer, type, hq_country, hq_city, invests_in_geographies, stage_min, stage_max, sectors, cheque_size, thesis_quote, thesis_quote_page, description, founded, aum, status, confidence
- https://theoryvc.com/portfolioportfolio_count
- https://theoryvc.com/teampeople
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Record 1961 · added 2026-08-29 · link last verified 2026-09-06 · confidence high
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