VC firm
Theory Ventures
Also known as Theory Ventures Corollary, Theory Ventures Corollary I, L.P.
- Investor type
- VC
- Investing status
- Activeas of 2026-09-18Source (opens in a new tab)
- Headquarters
- San Francisco, CA, United States
- Founded
- 2023
- Assets under management
- $688MStated by firm, as of 2026-09-18Source (opens in a new tab)
- Funds
- 3
- Check size
- $1-40mSource (opens in a new tab)
- Legal name
- THEORY VENTURES MANAGEMENT, LLC
- theoryvc.com (opens in a new tab)
- LinkedIn (opens in a new tab)
- X (opens in a new tab)
- Team page (opens in a new tab)
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Record updated 30 September 2026
About
Theory Ventures is an early-stage venture capital firm based in San Francisco, CA. We invest $1-40m in software companies that leverage technology discontinuities into go-to-market advantages. We are thesis-driven investors deploying a concentrated portfolio model, expecting to take 12-15 core positions in each fund.
Investment approach
- Thesis
- We invest $1-40m in software companies that leverage technology discontinuities into go-to-market advantages. We are thesis-driven investors deploying a concentrated portfolio model, expecting to take 12-15 core positions in each fund.Source (opens in a new tab)
- Investing status notes
- Investing Fund II [USD $450m]
Funds
- Theory Ventures Corollary I, L.P.
- Vintage 2026Main fund
- THEORY VENTURES II, L.P.
- Main fund
- THEORY VENTURES, L.P.
- Main fund
SEC registration
- Registered adviser
- THEORY VENTURES MANAGEMENT, LLC
- CRD number
- 326119 (opens in a new tab)
- SEC file number
- 802-128079
- Registration
- Exempt reporting adviser
- Regulatory AUM
- $709Mas of 2026-03-25
- Private funds reported
- 2
- Principal office
- PORTOLA VALLEY, CA, United States
- SEC CIK
- 2111922
Locations
- Headquarters
- San Francisco, CA, United States
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