Theory Ventures — Full Portfolio

Dex is an AI-powered workspace assistant that ingests operational data across a user's tools and integrations, organizing it into structured context and a knowledge base.

AI & Machine LearningEnterprise SoftwareFuture of WorkSaaSSan Francisco, US

RLRegina Lin(CEO)inKGKevin Gu(Founder)inChristina Duong(Operations)Martin Lee(Operations)Harley Zhang(Operations)

Co-investorsB3B37 VenturesY Y CombinatorA1A16Z SpeedrunNONotion Capital

Allium provides a data infrastructure platform that translates blockchain data from 150+ chains and 10,000 protocols into standardized formats for enterprises.

AI & Machine LearningCrypto & Web3Data & InfrastructureFintechNew York, US

ECEthan Chan(Founder)inCHCheng Han Lee(Founder)inYi Sheng Chan(Executive Officer, Director, Promoter)William Lai(Founder)

BoardDBDavid Beyer(Director)in

Board seatTTTomasz Tunguz· per SEC Form D

Co-investorsAMAmplify PartnersKLKleiner PerkinsPRPruVen Capital PartnersAEAera VCRERedpoint Ventures

Aampe provides AI agents that personalize customer messaging at the individual-user level, running thousands of parallel experiments to optimize engagement content, timing, and variants.

AI & Machine LearningMarketing TechSaaS

SWSchaun Wheeler(Founder)inKFKate Field(Founder)inPaul Meinshausen(Founder)Sami Abboud(Founder)

Co-investorsPEPeak XV PartnersSUSurgeZ4Z47BLBlume VenturesCRCrane Venture PartnersMAMatrix

Amplify is a venture capital firm that invests in technical founders building infrastructure, developer tools, and AI-driven software products.

AI & Machine LearningData & InfrastructureDeveloper ToolsBay Area, US

SDSunil Dhaliwal(Founder)

Co-investorsNINimble PartnersVIVintage Investment PartnersKLKleiner PerkinsPRPruVen Capital PartnersSPSpark Capital

ArchiLabs is a browser-native BIM and design workspace that combines AI-assisted modeling, Python automation, and validation for complex building systems like MEP, modular housing, and critical facilities.

AI & Machine LearningConstruction TechEnterprise SoftwarePropTechSaaSSan Francisco, US

BBBrian Bakerman(CEO)inWMWilliam Meng(CTO)in

Co-investorsTHTheory Forge VenturesY Y Combinator46468 CapitalSCSchell BrothersSISingularity Ventures

Artemis is an AI-native security operations platform that builds a live model of an organization's environment across identity, cloud, endpoint, and SaaS to detect, investigate, and respond to attacks autonomously.

AI & Machine LearningCybersecurityEnterprise Software

Co-investorsBRBrightmindFEFelicis VenturesFIFirst Round CapitalSPSPRINGROCK VENTURESTWTwo Sigma Ventures

Artemis Real Estate Partners is a real estate investment firm.

PropTech

Co-investorsINInvestcorpBRBrightmindFEFelicis VenturesFIFirst Round CapitalLOLockstep VenturesTWTwo Sigma Ventures

BackOps builds an AI resolution layer that automates and executes internal operational processes across systems, teams, and external parties for companies that make or move physical goods.

AI & Machine LearningEnterprise SoftwareLogistics & Supply ChainSaaSSan Francisco, US

HOHenry Ou(Founder)inSMSean McCarthy(Founder)inChang Hao Ou(Executive Officer, Director, Promoter)

Co-investorsCOConstruct CapitalGRGradient VenturesINInsight PartnersRERedpoint VenturesTETen VC

Blockchain.com is a global infrastructure platform for digital assets that provides cryptocurrency trading, DeFi wallet services, and blockchain exploration tools to millions of users worldwide.

Crypto & Web3Fintech

NCNicolas Cary(Founder)inBen R.(Founder)inBen Reeves(Founder)Benjamin Reeves(Founder)Nic Cary(Founder)Peter Smith(Founder)

Co-investorsACAccess Technology VenturesBLBlue LionBLBlue Lion GlobalCOCoinbase VenturesCRCRV (Charles River Ventures)DIDigital Currency Group+18 more

Cyral provides agentless database security monitoring across cloud, on-premises, and SaaS environments.

Cloud ComputingCybersecurityData & Infrastructure

MMManav Mital(Founder)inSrini Vadlamani(Founder)

Co-investorsA.A.Capital VenturesRERedpoint VenturesCOCostanoa VenturesFEFelicis VenturesSVSV AngelTRTrifecta Capital+2 more

DOSS builds an Adaptive Resource Platform (ARP) that replaces traditional ERP systems for operations teams across industries.

AI & Machine LearningData & InfrastructureEnterprise SoftwareSaaS

WJWiley Jones(Founder)inAMArnav Mishra(Founder)inWiley Jones Arnav Mishra(Founder)

Co-investorsCOContraryHAHawk Hill VenturesMAMadrona Venture GroupPAPathlight VenturesPRPremji InvestBABase Case Capital+1 more

Dropzone AI builds AI agents that investigate security alerts, hunt threats, and respond to cyberattacks for security teams and organizations.

AI & Machine LearningCybersecurityEnterprise Software

EWEdward Wu(Founder)in

Co-investorsDEDecibel PartnersINIn-Q-TelMAMadrona Venture GroupPIPioneer Square LabsPIPioneer Square VenturesRERedpoint Ventures

Exin Therapeutics develops an AI-guided drug discovery platform that uses experimental mouse studies to identify neurological therapies, starting with epilepsies linked to autism and Parkinson's disease.

BiotechHealthtechSan Francisco, US

GOGabriel Ocana Santero(CEO)inMTMarko Tvrdic(COO)inIAIvan Alex Priela Lazarte(Executive Officer, Director)inIvan Lazarte(Founder)

Co-investorsALAlumni VenturesY Y Combinator46468 CapitalFOFounder CapitalOUOurCrowdTETekedia Capital

Gumloop is a platform for building and deploying AI agents that automate business tasks such as data analysis, customer support, CRM management, and meeting preparation.

AI & Machine LearningDeveloper ToolsEnterprise SoftwareSaaSSan Francisco, US

MBMax Brodeur-Urbas(Founder)inRBRahul Behal(Founder)inMax Brodeur-Urbas Rahul Behal(Founder)AgentHub Careers(Talent at First Round)Jackson McGowan(Recruiter)

Co-investorsBOBoxGroupFIFirst Round CapitalIMImmad AkhundLULudlow VenturesTHTheory Forge VenturesWNWndrCo+4 more

Initia provides blockchain infrastructure that connects full-stack applications through integrated protocols and aligned economic incentives.

Crypto & Web3Data & Infrastructure

Co-investorsA.A.Capital VenturesBIBig Brain HoldingsFIFigmentHAHack VCNANascent

Koah builds an ad network and monetization infrastructure purpose-built for AI chat interfaces and conversational AI applications.

AdTechAI & Machine LearningMarketing Tech

Herrick Fang(Founder)Mike Choi(Founder)Nic Baird(Founder)

Co-investorsFOForerunner VenturesSOSouth Park Commons

LanceDB is an AI-native multimodal lakehouse platform that unifies training data across multiple systems to accelerate model development and dataset creation at scale.

AI & Machine LearningData & InfrastructureDeveloper ToolsEnterprise SoftwareSan Francisco, US

CSChang She(Founder)inLXLei Xu(Founder)in

Co-investorsANAngel Collective Opportunity FundCRCRV (Charles River Ventures)ESEssence Venture CapitalINInvest In DataRORogue CapitalSKSky9 Capital+13 more

Loombotic manufactures custom wire harnesses for hardware teams using AI-powered design interpretation and automated assembly.

Advanced ManufacturingAI & Machine LearningHardwareRoboticsToronto, CA

LCLucas Crupi(CEO)inEBEthan Breit(CTO)in

Co-investorsESEssentia VenturesRORoot Ventures Manager, LlcTHTheory Forge VenturesY Y CombinatorAGAg Ventures AllianceBUBuckley Ventures Management Company Llc+2 more

Maze is a security company, founded in 2024, that uses AI to help defenders identify and address vulnerabilities in code and cloud environments.

AI & Machine LearningCloud ComputingCybersecurityDeveloper Tools

Adrian Jozwik(Founder)Alexandre Sieira(Founder)Harry Wetherald(Founder)Jonathan Widawski(Founder)Santiago Castineira(Founder)Thomas Mary(Founder)

Co-investorsTATapestry VCAMAmplify PartnersARARCH Venture PartnersCHCherry VenturesEMEmergence Capital PartnersGEGeneral Catalyst+2 more

MotherDuck provides a serverless cloud analytics database built on DuckDB, enabling users to query and understand their data more easily.

Cloud ComputingData & InfrastructureSeattle, US

JTJordan Tigani(Founder)inHMHannes Mühleisen(Co-founder)MRMark Raasveldt(Co-founder)TTTino Tereshko(Founder)inRBRyan Boyd(Founder)inLeila Horejsi(Founder)

Co-investorsAMAmplify PartnersANAndreessen HorowitzBABattery VenturesEAEastlink Capital PartnersESEssence Venture CapitalFEFelicis Ventures+10 more

NetSuite was a cloud-based software company offering ERP, accounting, and CRM tools to help businesses manage finances and operations.

San Mateo, US

EGEvan Goldberg(Executive Officer, Director)inDouglas P. Solomon(Executive Officer)Marc Huffman(Executive Officer)Ronald Gill(Executive Officer)James McGeever(Executive Officer)Zachary Nelson(Executive Officer, Director)

Co-investorsKHKhosla VenturesMEMeritech Capital Partners

Ollama provides a platform for building with and running open-source language models locally and in the cloud.

AI & Machine LearningData & InfrastructureDeveloper ToolsEnterprise SoftwarePalo Alto, US

JMJeffrey Morgan(Founder)inMCMichael Chiang(Founder)inManning Fisher(Design Lead)Patrick Devine(CTO)

Co-investors4949 Palms VenturesANAngel Collective Opportunity FundESEssence Venture CapitalGTGTMfundLELeonis CapitalPAPace Capital+11 more

Omni is a browser extension that helps sales and support teams quickly access current internal information by integrating with existing knowledge sources and surfacing relevant answers during their work.

AI & Machine LearningEnterprise SoftwareFuture of WorkSan Francisco, US

ARAkshay Ramaswamy(Founder)inACAndrew Chang(Founder)inCRChetan Rane(Founder)inChris Merrick(Founder)Colin Zima(Founder)Jamie Davidson(Founder)

Co-investorsSOSoma CapitalY Y CombinatorARArtesianAUAurumBOBoxGroupCPCPT Capital+16 more

Omni is an AI-powered analytics platform built around a semantic layer that lets business users ask questions and get fast, governed answers about their data.

AI & Machine LearningData & InfrastructureSaaSSan Francisco, US

CMChris Merrick(Co-founder)inColin(Co-founder)Jamie(Co-founder)

Co-investorsAUAurumAVavraBOBoxGroupFIFirst Round CapitalICICONIQRERedpoint Ventures+10 more

Omni makes electric scooter attachments that connect to wheelchairs, letting wheelchair users travel on urban and off-road terrain; the company states 95% of wheelchairs are compatible with its devices.

HardwareHealthtechMobility & Transportation

Co-investors5050 PartnersCRCraft VenturesDIDigitalis VenturesFIFirst Round CapitalGVGV (Google Ventures)ICICONIQ+6 more

Omni is a non-custodial multi-chain crypto wallet that lets users store, bridge, and swap tokens across multiple blockchains, import wallets from MetaMask, Keplr, and Phantom, build custom portfolios, and buy crypto with a credit card.

Crypto & Web3Fintech

Serafin Lion Engel(Founder)

Co-investorsFIFigmentFLFlori VenturesCRCraft VenturesDIDigitalis VenturesEMEmerge VenturesFIFirst Round Capital+11 more

Sail rebuilds payment infrastructure for health savings accounts (HSA/FSA/HRA), allowing users to manage eligible expenses without carrying a separate debit card.

ConsumerDigital HealthFintechHealthtech

Co-investorsAZAZ Venture Capital Inc.PHPHX VenturesABAbstract VenturesCRCRV (Charles River Ventures)KLKleiner PerkinsRERedpoint Ventures+1 more

Sail Research provides pay-per-token inference infrastructure for open-source large language models, offering an API with configurable completion windows to trade latency for lower token costs.

AI & Machine LearningCloud ComputingData & InfrastructureSan Francisco, US

SMSamir Menon(Founder)inNMNeil Movva(Founder)in

Co-investorsABAbstract VenturesCACapital B Private HoldingsKLKleiner PerkinsRERedpoint VenturesSESequoia CapitalVIVine Ventures+1 more

Tandem is a marketplace that simplifies commercial office space search for companies by consolidating market access, verified pricing and availability, and expert negotiation support in one platform.

B2B MarketplacesEnterprise SoftwareMarketplacesPropTechSaaSSan Francisco, US

RSRafi Sands(CEO)inSean Miller(CTO)inBSBrendan Suh(Founder)inBen Lowenstein(Product)inCBChristophe Barre(Founder)inAl Harth Al-janaby(Founder)

Co-investorsJ4J4 VenturesMAMaiora Rebel VenturesPIPioneerRERebel FundSOSoma CapitalTHThe 23 Fund+29 more

Tobiko builds a data transformation platform with state-aware architecture designed to reduce warehouse costs and build times for data engineering teams.

Data & InfrastructureDeveloper ToolsSaaS

IZIaroslav ZeigermaninTMTyson MaoinToby Maoin

Co-investorsUNUnusual Ventures

Traversal builds an agentic AI system that uses machine learning to autonomously analyze telemetry data and troubleshoot production incidents for enterprise software teams.

AI & Machine LearningDeveloper ToolsEnterprise SoftwareNew York City, US

AAAnish Agarwal(Founder)inRDRaaz Dwivedi(Founder)inRARaj Agrawal(Founder)inALAhmed Lone(Founder)inRaj Agarwal(Founder)

Co-investors51515 VenturesFOFoundation CapitalHAHanabi CapitalKLKleiner PerkinsSESequoia CapitalSVSV Angel+15 more