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A concentrated, thesis-driven early-stage firm investing $1 million to $40 million in software companies that turn technology discontinuities into go-to-market advantages. Theory invests from inception through Series B and focuses its current platform on data and technical infrastructure.
Primary stage
Lead / follow
Initial check size
Ownership target
Specialization
Generalist / Specialist
Specialist
Latest fund size
$450M Fund II; $688M total AUM
Investing team
- Tomasz TunguzGeneral Partner
- Andy TriedmanPartner
- Spencer FarrarPartner