Tomasz Tunguz - Theory Two
Tomasz TunguzVenture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here. Theory Two
Today, we’re announcing our second fund of $450m to support our mission of partnering with early stage software companies that leverage technology discontinuities into go-to-market advantages. This marks the next chapter in our firm’s evolution. Since we launched Theory in 2023, we’ve gathered a wonderful team : Lauren, Spencer, Andy, Rafa, Amber, Arjun, & Kristin. We have partnered with 8 marvelous founding teams, all using data to power the next wave of innovation across the Modern Data Stack, Artificial Intelligence, & Web3. We’ve grown our fund size to match the needs of founders in this market : average Series A rounds have increased 42% since our launch, a reflection of the growth potential of these software categories. I’m grateful to our team, our founders, & our limited partners for the continued support, & to Allie Garfinkle for sharing more about Theory. |
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