Theory Ventures

VC firm · Portola Valley, CA

Verified active in the last 12 monthsSEC-registered adviser

Venture firm based in Portola Valley, CA. Most recent fund on file: Theory Ventures Corollary I, L.P. ($100M offering), filed Feb 2026. Partners sit on the boards of 2 startups that raised recently.

“We craft theories about the future, invest time & capital, and help them become reality. Venture capital firm investing in transformative ideas.” (from the firm’s website)

Stages: Seed to Series B
Typical check (est.): $1M–$3M
Latest fund: $100M · Feb 2026
Last verified activity: Jul 2026

Focus

AI & MLB2B SoftwareDeep Tech

Recent portfolio activity

Allium Labs
Board seat · NY
Jul 2026
Omni Analytics
Board seat · CA
Mar 2024

Funds and vehicles on SEC file

Theory Ventures Corollary I, L.P.
Fund · $100M offering
Feb 2026
Theory Ventures II, L.P.
Fund · $450M offering
Oct 2024
Theory Ventures, L.P.
Fund · $235M offering
Feb 2023

Sources

SEC Form D: Theory Ventures Corollary I, L.P.Feb 26, 2026
SEC Form D: Theory Ventures II, L.P.Oct 31, 2024
SEC Form D: Theory Ventures, L.P.Feb 27, 2023
SEC adviser record: Theory Ventures Management, LLCMar 25, 2026
Firm websiteOct 12, 2026

Profile last verified Oct 12, 2026. Is this you? Correct or remove this profile.