Partner intelligence
Tomasz Tunguz
Founder & General Partner · Theory Ventures
Tomasz Tunguz is the founder and General Partner of Theory Ventures.
The research behind this profile
122public sources read
Updated 2026-09-19
- 75Interviews
- 24Other sources
- 17Podcasts
- 5Writing
- 1Official pages
How a memo for Tomasz is made
- 01
Investor profile
Partner intelligence built from Tomasz's talks, podcasts, writing and portfolio.
- What they look for in founders
- How they make decisions
- Communication style
- Thesis and red flags
- Portfolio patterns
- 02
Core memo
Your company's investment memo. The facts stay the same in every version.
- 03
Personal memo
Rewritten for Tomasz Tunguz at Theory Ventures, in their own frame.
- Their language and frameworks
- The founder story they care about
- Objections answered first
- Fit with their portfolio
What Tomasz looks for in a founder
In Tomasz's own words
How Tomasz sounds
Tone
Analytical, data-driven, and pedagogical.
Tomasz is the most prolific data-driven blogger in venture capital, publishing daily analyses of SaaS metrics, market trends, and startup strategy. His communication style is precise, evidence-based, and educational — he teaches through data visualization and quantitative reasoning.
Signature phrases
- “fracking for data”
- “investing corporation”
- “the data shows”
- “if we look at the chart”
- “the median company”
- “best-in-class”
- “the benchmark is”
- “what the data tells us”
- “net revenue retention”
- “payback period”
- “organizational memory”
- “compounding knowledge”
- “Decade of Data”
Sentence style
Frameworks and metaphors
Investment thesis, in Tomasz's terms
How Tomasz decides and communicates
Writing to Tomasz
Phrases to mirror
- “Commoditizing the Complement”
- “Token Maxing”
- “Atoms vs. Bits”
- “Lump of Work Fallacy”
- “Pharmaceuticals vs. Software”
Opening pattern
Rhetorical devices
Write like this
Portfolio pattern
Recent activity and public voice
Career and current role
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