Theory Ventures

Theory Ventures, based in Portola Valley, California, is a venture capital firm that invests in early-stage software companies. It focuses on sectors such as information technology, big data, artificial intelligence/machine learning, and web3. The firm seeks to capitalize on technology discontinuities, investing $1-25 million in companies that can translate these into market advantages.

Andy Triedman

Partner

8 past transactions

Doss

Series A in 2025
Doss is a technology company that provides the Doss Adaptive Resource Platform, an alternative to traditional Enterprise Resource Planning (ERP) systems. This platform enables businesses to create custom workflows tailored to their specific needs, enhancing operational efficiency. Key features include self-service onboarding, pre-built templates, multiple product tiers, and seamless integration with third-party tools using CSV uploads.

Omni

Series B in 2025
Omni is a technology company that operates a versatile business intelligence platform designed to streamline data access and analytics for organizations. By merging the reliability of a shared data model with the flexibility of SQL, Omni empowers users to explore and share critical metrics without facing unnecessary complexity. This approach allows businesses to focus on answering key questions and driving impactful decisions through data. Additionally, Omni offers a rental platform that facilitates access to a variety of items, such as bikes and camping gear, by partnering with local businesses. Customers can easily reserve items for immediate pickup or schedule rentals in advance. Headquartered in San Francisco, California, Omni aims to enhance both business intelligence and community accessibility through its innovative services.

Aampe

Series A in 2024
Aampe is a technology company that specializes in developing personal messaging software designed to enhance customer engagement through SMS, email, and push notifications. Founded in 2020 and based in Singapore, Aampe's platform utilizes machine learning to personalize communication, tailoring message content and timing to individual users. This AI-powered messaging infrastructure allows businesses to integrate Aampe’s solutions seamlessly into their existing communication systems, enabling them to create customized personalization tools. By focusing on ongoing experimentation and iteration, Aampe aims to transform customer communication into a powerful retention growth engine for businesses.

Initia Labs

Series A in 2024
Initia is a network for 0-to-1 omnichain rollups built by fusing a novel L1 with an interwoven application-specific L2 infrastructure system. The Initia Platform provides product ready rollups that enables teams to build scalable and sovereign systems while eliminating the UX complexities end users face when interacting with a modular multi-chain universe. Initia’s ownership of the full tech stack allows for a suite of chain-level mechanisms that align the economic interests across users, developers, L2 app chains, and the L1. Initia's initial launch products include an all-in-one portal for accessing core tools of the ecosystem, a Omnitia-ecosystem focused wallet for navigating between the L2s, a block explorer that supports InitiaVM transactions and developer tooling, and a Market Minitia that allows users to trade NFTs and create AI-generated NFT collections through prompts.

Dropzone AI

Series A in 2024
Dropzone AI specializes in developing an intelligent augmentation platform that deploys pre-trained autonomous AI security agents. These agents collaborate with human analysts, investigating a vast number of security alerts, mimicking the techniques of top analysts. This allows human analysts to focus on critical, high-value tasks and genuine threats, rather than being overwhelmed by routine alert investigation.

Superlinked

Seed Round in 2024
Superlinked is a developer of a real-time personalized search and recommendation platform aimed at enhancing information retrieval. The company specializes in transforming complex data into vector embeddings, which facilitates improved search functionalities and recommendations for users. Operating within the emerging vector operations segment of the broader machine learning operations market, Superlinked provides software developers with tools to build and enhance their products through advanced data processing techniques.

Omni

Venture Round in 2024
Omni is a technology company that operates a versatile business intelligence platform designed to streamline data access and analytics for organizations. By merging the reliability of a shared data model with the flexibility of SQL, Omni empowers users to explore and share critical metrics without facing unnecessary complexity. This approach allows businesses to focus on answering key questions and driving impactful decisions through data. Additionally, Omni offers a rental platform that facilitates access to a variety of items, such as bikes and camping gear, by partnering with local businesses. Customers can easily reserve items for immediate pickup or schedule rentals in advance. Headquartered in San Francisco, California, Omni aims to enhance both business intelligence and community accessibility through its innovative services.

Omni

Series B in 2024
Omni is a technology company that operates a versatile business intelligence platform designed to streamline data access and analytics for organizations. By merging the reliability of a shared data model with the flexibility of SQL, Omni empowers users to explore and share critical metrics without facing unnecessary complexity. This approach allows businesses to focus on answering key questions and driving impactful decisions through data. Additionally, Omni offers a rental platform that facilitates access to a variety of items, such as bikes and camping gear, by partnering with local businesses. Customers can easily reserve items for immediate pickup or schedule rentals in advance. Headquartered in San Francisco, California, Omni aims to enhance both business intelligence and community accessibility through its innovative services.
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