Theory Ventures

Allium provides enterprise blockchain data infrastructure, offering on-chain data solutions through various products, including real-time APIs, historical data visualization, and custom dashboards.

BackOps AI provides innovative solutions that leverage artificial intelligence to optimize supply chain management and redefine work processes.

Initia unites full-stack apps and unlocks value through interwoven infrastructure and aligned economics, utilizing decentralized technologies.

LanceDB is an AI-native multimodal lakehouse designed to efficiently store, manage, and process multimodal data including text, images, audio, and video. It serves as a unified platform for AI data infrastructure, enabling rapid development and deployment of AI applications.

MotherDuck is a serverless data warehouse built on DuckDB, designed to provide analytics solutions for data teams, software engineers, and data scientists, enabling them to query data easily using SQL or natural language.

Tobiko Data specializes in advanced data transformation tools, acquired by Fivetran, offering state-aware cloud solutions for efficient data workflows. Their flagship product, Tobiko Cloud, provides visibility and control over data pipelines, minimizing waste and enhancing collaboration.

Datable is a company launching a service at http://datable.io/. The service is currently coming soon.

Aampe provides agentic infrastructure that automates personalization and optimization of customer engagement through AI-driven insights and real-time adaptation to user behavior.

Doss is an Adaptive Resource Platform (ARP) that reimagines ERP software for modern operations, providing a flexible, modular, and AI-native solution for enterprises across various industries.

Seed-stage investor focused on data infrastructure, applying hedge-fund quantitative pattern recognition and risk management, with concentrated, conviction-driven bets and partners who spend more time supporting founders. Founded by Roger Ehrenberg on an "information arbitrage" thesis, importing quantitative hedge fund pattern recognition and risk management into seed investing in data infrastructure companies. The firm was one of the earliest dedicated "big data" seed funds starting in 2009-2010.

Invests from earliest stages through scale in fintech, offering concentrated, high-conviction involvement, senior operator-designer expertise, and public technical theses and frameworks for founder guidance. Founded in 1995, Foundation Capital has backed technical founders at inception with a Go early. Go deep. Go big. investing approach.

IDEO CoLab Ventures combines venture funding with design and R&D, embedding designers, artists, and technologists via Creative Residencies to prototype, co-create, and incubate ventures with founders.