

1 on a current fund
last 24 months
across filed funds
| Vehicle | Filed | Target | Sold to date | Investors |
|---|---|---|---|---|
| Theory Ventures IIFiled to raise in 2024, with no closing reported yet. | 2024 | $450M | $0 | 0 |
Amounts are Item 13 as filed: the target is the whole offering, and the amount sold is cumulative across amendments rather than a final close. The filing carries no per-investor amount, so a firm’s own cheque is not recoverable here.
1 partner is named across this firm’s filings, 1 of them on a fund it is deploying now.
| Partner | Activity | Categories | Board seats | Last 24mo |
|---|---|---|---|---|
| Tomasz Tunguz | Slowing | Data & analytics, Enterprise software, Fintech | 6 | 1 |
Classified sectors of Theory Ventures’s own portfolio companies, based on 6 with a verified or cited source.
Not a filing value: this is Lev’s own classification of each company, one company one vote regardless of how many of Theory Ventures’s partners are named on its board, shown only when we found a specific, checkable source. Companies with no source read as unclassified and are left out of the shares above.
| Firm | Shared boards | Companies |
|---|---|---|
| Redpoint Ventures | 6 | Allium Labs, Axial Networks, Kustomer, Looker Data Sciences, Mattermost, Omni Analytics |
| Amplify Partners | 1 | Allium Labs |
| Battery Ventures | 1 | Kustomer |
| First Round Capital |
Activity is filed board seats in the last 24 months: 4+ Active, 2–3 Selective, 1 Slowing, none Quiet. A firm's tier totals its partners, so an active firm may be four partners with one seat each. It undercounts partners who invest without taking a board seat, and filings lag a closing by weeks, so Quiet means the paperwork is quiet, not the person.
| 1 |
| Looker Data Sciences |
| Meritech Capital Partners | 1 | Looker Data Sciences |
A shared board seat: a company where filings name a Theory Ventures partner and a partner at the other firm, both with a clean identity match. Not a claim either firm led or co-led the round, only that both are named on the same board.