All funds
Theory VC logo

Theory VC

$31Tdisclosed portfolio round capital
1 Jun, 2026last investment
2portfolio companies
11team members

Analyst signals

Portfolio activity and matriculation

Metrics use all recorded activity through 21 Jul 2026 across series a, series b. Later-round outcomes are capped at the period end.

100%companies with a later round · 2/2
0.09×median round-size step-up · n=2
Not availablemedian valuation step-up · n=0
0%recorded-solo rate · 0 solo / 3 syndicated
Blockchain Platforms · 1 companiesData & Analytics · 1 companies

These are activity signals, not fund-return metrics. Round capital is the full disclosed financing amount, not this fund's check size. “Recorded solo” means only one investor is present in the source data and is a lead signal, not verified lead status; syndicated rounds are a co-investor or follower signal. IRR, TVPI, DPI, ownership, exits, and market beta cannot be calculated from the available records.

Opportunities

Crypto jobs across Theory VC's portfolio

12 current roles at companies backed by Theory VC, sourced from JobStash's crypto job board.

People

Team

A

Adam Conway

Senior AI Engineer

A

Amber Mante

Head of Human Intelligence

A

Andy Triedman

Partner

B

Beth Scheer

B

Bryan Bischof

Head of AI

K

Kristin Beach

CFO

L

Lauren DeMeuse

Partner & COO

M

Melanie Rosenberg

Senior AI Engineer

R

Rafael Jara-Simkin

Head of Sales Intelligence

S

Spencer Farrar

Partner

T

Tomasz Tunguz

General Partner

Portfolio

Investments

Full financing histories for portfolio companies. Highlighted rounds are those where Theory VC is recorded as an investor.

Allium logo

Allium

crypto
Data & Analytics

Allium is a blockchain data platform that delivers historical and real-time data from multiple chains to enterprise teams for analytics and accounting.

Series B1 Jun, 2026$40M roundSyndicated · 3 disclosed investors
Series A18 Jul, 2024$17T roundSyndicated · 4 disclosed investors
Seed1 Jul, 2022$5M round
Pre-Seed1 Jul, 2022$4.3M round
Initia logo

Initia

crypto
Blockchain Platforms

Initia is a Layer 1 blockchain and 'Interwoven Stack' that lets developers deploy application-specific Layer 2 rollups (Interwoven Rollups) with shared, opinionated infrastructure for data availability, interoperability, and oracles. It provides enshrined cross-chain liquidity, a native incentive system (VIP Program), and an ecosystem app store hosting DeFi, gaming, and social applications built on its rollups, primarily serving Web3 developers and users seeking a unified multichain experience.

Community Round28 Sep, 2024$2.5T round
Series A25 Sep, 2024$14T round$350M valuationSyndicated · 9 disclosed investors
Private1 Sep, 2024$2.5M round$250M valuation
Seed27 Feb, 2024$7.5T round
Pre-Seed12 Oct, 2023