Theory Ventures Activity

Every public signal F4 has attached to this firm, with sources and cross-entity links.

6 investments· FEB 2026 – JUL 2026

Investment

Led Ollama's $65M Series B to expand its open-source AI developer platform.

Ollama

Ollama Theory Ventures

techcrunch.comJUL 9, 2026

JUL 9, 2026

Investment

Participated in Sail Research's $80M combined Seed and Series A round for AI-agent infrastructure.

Sail Research

Sail Research Theory Ventures

prnewswire.comJUN 25, 2026

JUN 25, 2026

Investment

Participated in Omni's $120M Series B for the AI-powered BI and embedded analytics platform.

Omni

Omni Theory Ventures

fortune.comAPR 2026

APR 2026

Investment

Led Artemis's $70M Series A for an AI-native detection engine combating AI-powered attacks.

Artemis

Artemis Theory Ventures

fortune.comAPR 2026 calcalistech.com

APR 2026

Investment

Led BackOps' $26M Series A to build an AI-native operating system for global supply chains.

BackOps

BackOps Theory Ventures

businesswire.comMAR 12, 2026

MAR 12, 2026

Investment

Led Koah's $20.5M Series A for native advertising infrastructure inside conversational AI ("DoubleClick for AI apps").

Koah

Koah Theory Ventures

finance.yahoo.comFEB 2026

FEB 2026

Exit

Portfolio company Tobiko Data was acquired.

Tobiko Data

Tobiko Data Theory Ventures

tracxn.comSEP 2025 fivetran.com

SEP 2025

3 investments· DEC 2024 – JUL 2025

Investment

Led Dropzone AI's $37M Series B for the AI SOC analyst platform; company achieved 11x ARR growth in 2025.

Dropzone AI

Dropzone AI Theory Ventures

businesswire.comJUL 2025

JUL 2025

Investment

Led Doss's $18M Series A for an AI-native ERP platform with composable architecture designed for LLM interaction.

Doss

Doss Theory Ventures

businesswire.comAPR 2025

APR 2025

Investment

Led Aampe's $18M Series A for agentic personalization infrastructure powering 100M+ AI agents.

Aampe

Aampe Theory Ventures

globenewswire.comDEC 2024 aampe.com

DEC 2024

New Fund

Theory Ventures closed its $450M second fund to back the next generation of enterprise software across AI, data, and web3.

Theory Ventures Fund II — $450M

Theory Ventures

businesswire.comNOV 2024 fortune.com

NOV 2024

New Fund

Tomasz Tunguz launched Theory Ventures with a $238M inaugural fund focused on data, AI, and web3 software.

Theory Ventures Fund I — $238M

Theory Ventures

linkedin.comAPR 2023

APR 2023